Chris Castellaw

Chris Castellaw Email and Phone Number

Executive Director & Wealth Partner at J.P. Morgan Wealth Management @ J.P. Morgan
new york, new york, united states
Chris Castellaw's Location
Atlanta Metropolitan Area, United States
Chris Castellaw's Contact Details
About Chris Castellaw

Chris Castellaw is an Executive Director and Wealth Partner with J.P. Morgan Wealth Management. As a founding member of the Kritzer-Castellaw Group, he delivers asset management and advisory guidance to help manage the holistic financial requirements of ultra-high-net-worth individuals and their families.With more than 20 years of industry experience through some of the most volatile markets in recent history, Chris has developed a disciplined process to evaluate risk parameters and position portfolios designed to withstand fluctuation. He is deeply involved in asset allocation, portfolio construction, strategic investing, and tax and estate planning. He also works directly with business owners and corporate executives to help diversify significant holdings and manage liquidity events. Chris serves as an advocate for his clients to place their best interests first at all times. An independent thinker, he delivers the insights and tailored service that generate confidence to stay the course.Chris began his career at several law firms to develop a background in contract negotiations. He segued to financial services and worked for both Donaldson, Lufkin & Jenrette (which sold to Credit Suisse) and Deutsche Bank Alex Brown. Chris was a Senior Vice President with UBS for 10 years, where he strengthened his wealth management capabilities. In 2019, Chris and his team joined J.P. Morgan to serve clients in a boutique setting backed by the global financial infrastructure of J.P. Morgan, one of the most highly capitalized banks in the world.A native of Atlanta, Chris attended high school at the Lovett School, then at Deerfield Academy in Massachusetts. He earned a B.A. in History with a minor in Business Administration from Vanderbilt University in Nashville, Tennessee.Chris lives in Brookhaven with his wife and their three children. He plays a time-consuming, yet rewarding role in volunteerism, coaching his sons’ and daughter’s football and lacrosse teams. Previously, Chris was President of the Buckhead Lion’s Club from 2017 to 2018. In his free time, he enjoys golf, travel and cooking for his family.

Chris Castellaw's Current Company Details
J.P. Morgan

J.P. Morgan

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Executive Director & Wealth Partner at J.P. Morgan Wealth Management
new york, new york, united states
Website:
jpmorgan.com
Employees:
59438
Chris Castellaw Work Experience Details
  • J.P. Morgan
    Executive Director- Wealth Partner
    J.P. Morgan Feb 2019 - Present
    Greater Atlanta Area
    J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA… Show more J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT ● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEJPMC, reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures: http://www.jpmorgan.com/pages/disclosures/email.The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information: https://www.chase.com/personal/investments/important-information-linkedin© 2024 JPMorgan Chase & Co. All rights reserved Show less
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  • Ubs
    Senior Vice President- Private Wealth Management
    Ubs Oct 2008 - Jan 2019
    Atanta, Ga
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  • Deutsche Bank
    Financial Advisor
    Deutsche Bank Mar 2000 - Oct 2008
    San Francisco, Ca
    Partner on a $4M+ team, focusing on High & Ultra High Net Worth families. Additionally, we served middle market hedge fund & asset managers from a coverage & research perspective.
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  • Donaldson, Lufkin & Jenrette
    Sales Associate
    Donaldson, Lufkin & Jenrette Sep 1998 - Mar 2000
    San Francisco, Ca
    Worked for large financial advisory team in client service, prospecting, asset allocation and manager due diligence
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Chris Castellaw Skills

Alternative Investments Wealth Management Portfolio Management Financial Modeling Equities Investments Bloomberg Asset Management Risk Management Fixed Income Asset Allocation Retirement Planning Securities Hedge Funds Mutual Funds

Chris Castellaw Education Details

Frequently Asked Questions about Chris Castellaw

What company does Chris Castellaw work for?

Chris Castellaw works for J.p. Morgan

What is Chris Castellaw's role at the current company?

Chris Castellaw's current role is Executive Director & Wealth Partner at J.P. Morgan Wealth Management.

What is Chris Castellaw's email address?

Chris Castellaw's email address is chris.l.castellaw@db.com

What schools did Chris Castellaw attend?

Chris Castellaw attended Vanderbilt University, Deerfield Academy, The Lovett School.

What are some of Chris Castellaw's interests?

Chris Castellaw has interest in 9 And 5 Yrs Old, Cooking, Golf, College Sports, Travel, Wine.

What skills is Chris Castellaw known for?

Chris Castellaw has skills like Alternative Investments, Wealth Management, Portfolio Management, Financial Modeling, Equities, Investments, Bloomberg, Asset Management, Risk Management, Fixed Income, Asset Allocation, Retirement Planning.

Who are Chris Castellaw's colleagues?

Chris Castellaw's colleagues are Patrik Laureano, Debbie Rees, Sharon Castaneda, Peter Warnes, Kim Lehman, Kelvin K Johnson, Matthew Schirripa.

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