Managing Director Market Manager
Kristen Habich is the Market Manager for J.P. Morgan Private Bank, one of the largest providers of wealth management services in Houston, Texas.
Kristen joined the firm in 2003 and led the Central Texas Region of the Private Bank, covering the Austin and San Antonio Markets. She then moved to Houston in 2008 to work as a Relationship Manager and Team Lead.
Kristen began her career in 1992 as a Portfolio Manager in a boutique wealth management firm in Menlo Park, California. She then joined Jurika & Voylesin Oakland, California, in its Private Client Group. Prior to joining J.P. Morgan, she was President of Third Coast Wealth Advisors.
Kristen graduated from The University of Texas at Austin with a B.B.A. in Finance. She received her CFA® in 1998 from the CFA Institute and her CFP® from the Certified Financial Planner Board of Standards in 2003. Kristen has been an instructor at The University of Texas Professional Development Program in the CFP® certification program. She is currently a member of the CFA Institute and the Houston Security Analysts Society. She serves on the Advisory Board of Heroes for Children.
Kristen was named to the inaugural Financial Times’ “Top 100 Women Financial Advisors” list in the United States in 2014.
投資產品： • 不受聯邦存款保險公司保障 • 並非摩根大通或其任何關聯公司的存款或其他債務，亦不受摩根大通或其任何關聯公司的保障 • 面臨投資風險，包括可能會損失投資本金
銀行存款產品（例如支票、儲蓄及銀行貸款）及相關服務乃由摩根大通銀行（JPMorgan Chase Bank, N.A.）提供。 摩根大通銀行是美國聯邦存款保險公司的成員。並非借貸承諾。授信額度均須經信貸審批。