About Kathleen

Kathleen Kalp is an Executive Director and Wealth Advisor at J.P. Morgan Wealth Management.

As a co-founder of the Alta Group, Kathleen brings 40 years of financial market experience and an emphasis on risk management to the wealth client relationship. Kathleen joined First Republic, now part of J.P. Morgan Wealth Management, in March 2022. Previously, she was a Senior Portfolio Manager at Montecito Bank & Trust, where she managed portfolios for high-net-worth individuals, as well as trust, endowment, foundation and pension clients. Earlier, Kathleen served for 15 years at Northern Trust, where she managed private wealth relationships and the proprietary Northern Large Cap Core portfolio, held in client accounts nationwide.

Kathleen's experience includes portfolio management, securities analysis and socially responsible investing for mutual fund and equity research firms in Los Angeles and Phoenix. She especially enjoys servicing retired clientele and has been a speaker for a variety of investor groups – including an eight-year women's lecture series titled "Koffee with Kathy." Kathleen began her wealth management career in 1984.

Kathleen earned her M.B.A. from Loyola Marymount University and her B.A. in Business Economics from U.C. Santa Barbara. She holds the Chartered Financial Analyst® designation.

Active in her local community, Kathleen has been a two-term trustee at the Santa Barbara Museum of Natural History and was Board President for the Wildling Museum of Art and Nature. Her volunteer work also includes Board and committee roles at the Marymount School and the Loyola Marymount M.B.A. Alumni Association.

Kathleen's free time interests include collecting vinyl records, classic rock music, spoiling her dogs and exploring the majesty of the American West.

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Insights

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