Eric CastilloEric CastilloInvestment Associate
About Eric
Eric Castillo is an Investment Associate at J.P. Morgan Wealth Management.
Eric has over nine years of financial services experience. He transitioned from Chase Consumer & Community Banking to J.P. Morgan's Wealth Management Division in 2022 to focus exclusively on Corporate Cash Management with Melissa Whitney and her team.
Eric's responsibilities include onboarding procedures, client service support, and coordinating the operational aspects of the team. He serves as a dedicated resource for all client concerns, and works diligently to deliver an excellent customer experience while creating quality relationships built around trust.
Eric received a B.S. in Finance and an M.B.A. from San Jose State University. Eric was born and raised in Oakland, CA., where he continues to live. In his spare time, he enjoys exploring the Bay Area Latin dance and food scene.
Insights
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