Elise KiyaElise KiyaClient Associate
About Elise
Elise Kiya is a Client Associate at J.P. Morgan Wealth Management.
Elise works closely with high-net-worth clients, building strong relationships that demonstrate her understanding of their distinctive circumstances. Within the team, she addresses a range of client priorities, including account administration, money movement, inquiry resolution and Required Minimum Distribution (RMD) coordination.
Extremely organized, Elise looks to make clients' financial lives simpler and easier, relieving the administrative burdens that significant wealth can pose. She collaborates well with her team members to identify the resources that clients require, facilitating an extensive range of capabilities. Committed to excellence, Elise is thorough and attentive to client requests, keeping clients closely apprised of the team's work on their behalf.
Prior to moving to J.P. Morgan Wealth Management with her team in 2023, Elise served as a Client Service Associate with First Republic Private Wealth Management. She earned her B.S. in Managerial Economics from the University of California, Davis, where she participated in golf and soccer. Elise has successfully completed the Securities Industry Essentials®(SIE®) Exam.
Originally from Palo Alto, Elise now lives in San Francisco. In her free time, she enjoys playing in a recreational soccer league.
Insights
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July 18, 2024Building resilience by expecting, preparing for and welcoming change is important for the longevity of generative families.Read NowJune 2024 CPI report: Inflation moderates, inching us closer to a rate cut
July 12, 2024The June 2024 CPI report will likely increase the Fed’s confidence that inflation is on the way to its 2% target.Read Now