About Kathryn

As a member of The Meyers Group, Kathryn works closely with the team to ensure all day-to-day operations run smoothly. She draws from her experience on the management side of financial advisory to navigate the firm's resources and liaise with key stakeholders in an efficient manner. Kathryn is a valuable resource who can help solve problems, remove obstacles and find answers that clients seek. Her strengths include relationship management, organizational acuity and strong follow-through skills.

With over a decade of experience in wealth management, Kathryn began her career as an associate in high-risk commercial insurance before pivoting to the financial industry. She started at UBS Financial Services as the Branch Office Administrator and played an integral role on the management team overseeing the Walnut Creek office, as well as various satellites. Shortly after, Kathryn transferred to UBS' Private Wealth office in San Francisco where she held several positions, including Executive Assistant and Wealth Strategy Associate.

She joined J.P. Morgan in 2018 as a Business Analyst, supporting the Regional Director for the San Francisco, Seattle and Bellevue offices.

A native of the Bay Area, Kathryn attended University of California at Davis, where she earned a B.A. in History and was involved in philanthropic efforts to raise funds for St. Jude Children's Hospital. She holds FINRA Series 7 and 66 securities licenses.

Kathryn and her husband live in Marin County with their two young children. In her spare time, she enjoys exploring new restaurants, hiking and spending time with her family.

Insights

Investing

Today’s U.S. real estate dilemma: Buy, build, sell now—or wait?

September 15, 2022Where the property is located may be critical in the next one to two years. We find significant disparities in short-term, potential price drops among major metro areas.Read Now
Investing

Big market swings are tough, but staying invested is crucial 

September 15, 2022Market volatility can be nerve-racking, but it can also present new opportunities. Here are five time-tested ideas for helping investors weather the storm.Read Now
Investing

Market Thoughts: Today’s key investor question is, “What’s in the price?”

September 14, 2022A hard landing isn’t reflected in market pricing, the rally is fragile and global inflation is still too high. We expect the Fed to keep fighting.Read Now
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(415) 772-2925kathryn.lynes@jpmorgan.com