Christie Keenan is an Executive Director and Investment Specialist in the Charlotte office of J.P. Morgan Private Bank. Christie draws from her experience over multiple market cycles to develop investment planning strategies for a diverse range of clients, including wealthy families, corporate executives, business owners and real estate professionals. She considers the entirety of a client’s financial picture before designing tailored, multi-dimensional strategies that drive growth and capital appreciation.
Christie recognizes that every client thinks differently about investing, motivated not only by goals and aspirations but also by time horizons and adversity to risk. Whether they seek guidance for generational transfer, risk mitigation, diversification of concentrated stock positions or lifestyle needs, she offers ideas that can align with the objectives and interests of each individual. Christie invests herself fully in her clients’ financial well-being and makes recommendations that can both complement their overall strategy and enhance wealth over time. She strives to be an accessible and steadying presence for clients and colleagues alike.
A seasoned investment professional for the past twenty years, Christie is an 11-year veteran of J.P. Morgan Private Bank, where she has risen to become part of the firm’s next generation of leadership. She has overseen the Analyst and Summer programs and continues to be involved in developing future talent. Christie spent the first seven years of her career at Harris Associates, a money manager specializing in value investing that manages the Oakmark Mutual Funds. There she collaborated directly with senior analysts in researching domestic equities, using a fundamental, bottom-up approach.
Christie earned an M.B.A. in Accounting, Finance & Strategy at Northwestern University’s Kellogg School of Management and a B.S. in Finance and Economics at The Ohio State University Fisher College of Business. She is a former member of Women Investment Professionals.
After 20 years in Chicago, IL, Christie recently relocated to Charlotte and lives near Ballantyne. She enjoys spending time outdoors and sails competitively.
