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Kristen K. Habich

Managing Director Market Manager

Houston, TX

Biography

Kristen Habich is a Managing Director and the Market Manager for J.P. Morgan Private Bank in the Houston area. She leads a team of bankers and specialists to help wealthy clients plan, invest, bank and borrow. Kristen brings a planning perspective to deliver strategies for wealth transfer and family governance. She believes one of the great privileges of her role is to help clients navigate the firm to access the global resources available so that they may fulfill their purpose and leave a legacy for their family and community.

As the Chair of the Market Leadership Team for Houston, Kristen provides executive guidance to integrate J.P. Morgan’s lines of business and is instrumental in driving community and employee engagement. She has been recognized by other professionals in the industry and in 2014 was selected as one of the Top 100 Women Financial Advisors by the Financial Times.¹

With more than 25 years of industry experience, Kristen began her career as a Portfolio Manager in a boutique wealth management firm in California. She then joined Jurika & Voyles in Oakland, California, in its Private Client Group. Kristen joined J.P. Morgan Private Bank in 2003 after returning to her home state and two years later was selected to lead the Central Texas Region. She moved to Houston more than a decade ago and has built strong ties in the community.

Kristen graduated from The University of Texas at Austin with a B.B.A. in Finance. She is a CFA®charterholder and CERTIFIED FINANCIAL PLANNER™, which attest to her deep understanding of capital markets and wealth planning. Kristen has been an instructor at The University of Texas Center for Professional Education in the CFP®certification program. She is currently a member of the CFA®Institute and the Houston Security Analysts Society.

Drawing on her experience as one of the early members of Teach for America, Kristen now sits on the Board of the organization's Houston Chapter. She serves on the Board of Easter Seals of Greater Houston and formerly was on the Board of Heroes for Children.

Kristen is married with three children. To relax, she enjoys active travel where she has the opportunity to hike, fly fish and explore the history and culture of the region.

¹Financial Times Top 100 Women Financial Advisors, November 19, 2014. Using quantifiable and objective criteria and selected from a pool of over 400 candidates, financial advisors in the Top 100 Women Financial Advisors are required to have a minimum of 10 years' experience and at least $200 million assets under management (AUM). Financial Advisors were graded based on various factors, including, but not limited to, AUM, compliance record, years of experience, AUM growth rate, industry certifications and online accessibility. The rating may not be representative of any one client's experience and is not indicative of the financial advisor's future performance. Neither J.P. Morgan nor its Advisors pay a fee to the Financial Times in exchange for the rating.

Awards or rankings are not indicative of future success or results.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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