
Christopher Kelly, CFP®
Christopher Kelly is a Managing Director and member of the J.P. Morgan Private Advisory leadership team, a cross-disciplinary group of over 100 global specialists who collaborate to deliver innovative and forward-thinking strategies, working closely with Private Bank Advisors to help clients make well-informed decisions and achieve their goals.
As the U.S. Head of Wealth Strategy, Chris leads the U.S. Private Bank’s team of strategists and planning consultants who bring advice-driven frameworks, technology, concepts and information to the geographic regions they work within. He employs empathy and an understanding of family and individual nuances to help the people he meets articulate the intentions for their wealth. An M.B.A from New York University and a Certified Financial Planner® designation guide Chris through frameworks to help those people structure important decisions to reach that intent.
In his time at J.P. Morgan Chris has worked closely with offices in both the U.S. and International Private Bank, collaborating on individual meetings, roundtable discussions and larger events discussing topics related to Wealth Planning.
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CFP® - Certified Financial Planner™ is a registered trademark owned by Certified Financial Planner Board of Standards, Inc.
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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.