Katherine Elizabeth Chapin

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2021 → 06/2023
  J.P. Morgan Securities Llc
  Greenwich, CT
• 07/2021 → 06/2023
  Jpmorgan Chase Bank, N.A.
  Greenwich, CT
• 06/2020 → 08/2020
  Jpmorgan Chase
  Mount Kisco, NY
• 08/2018 → 05/2021
  Tulane University
  New Orleans, LA
• 06/2021 → 06/2021
  Unemployed
  Mount Kisco, NY
• 06/2018 → 08/2018
  Generosa & Joao Llc
  Mount Kisco, NY
• 06/2011 → 08/2017
  Unemployed
  Mount Kisco, NY
• 08/2017 → 05/2018
  Vanderbilt University
  Nashville, TN
• 03/2019 → 05/2021
  Tulane University
  New Orleans, LA
• 04/2025 → Present
  Morgan Stanley
  Purchase, NY
• 06/2023 → 04/2025
  J.CRew Group
  New York, NY

Previous Registrations

• 2021-11-16 → 2023-06-10
  J.P. Morgan Securities Llc
  Greenwich, CT

Exams

• S66 Uniform Combined State Law Examination
  2021-11-16

Other Names

• Katie Chapin
• Katherine Elizabeth Chapin
• Katherine E Chapin