- Wealth Management Experience Since 1998Kathleen Kalp is a Executive Director and Wealth Manager with J.P. Morgan Wealth Management. Ms. Kalp joined J.P. Morgan Wealth Management, First Republic now part of JPMorgan Chase, in 2023. Prior to joining First Republic in 2022, Ms. Kalp was a Senior Portfolio Manager at Montecito Bank & Trust where she managed portfolios for high net worth individuals, trust, non-profit, pension and foundation clients. Preceding MB&T, she managed private client wealth relationships at Northern Trust and was lead manager for the Northern Large Cap Core equity portfolio. Her career experience also includes portfolio management, securities analysis and socially responsible investing responsibilities for mutual fund and equity research firms in Los Angeles and Phoenix.
- Community InvolvementActive in her community, Ms. Kalp has served two terms on the Board of the Santa Barbara Museum of Natural History and was Board President for the Wildling Museum of Art and Nature. Her volunteer work also includes Board and committee roles for the Marymount School and Loyola Marymount MBA Alumni Association.
- Professional DesignationMs. Kalp holds the Chartered Financial Analyst® designation.
- EducationMs. Kalp earned her MBA from Loyola Marymount University and her Bachelor of Arts degree in Business Economics from UC Santa Barbara.
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