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IMpower incorporating FundForum
27-28 June 2023
The Grimaldi ForumMonte Carlo, Monaco

Kelli Keough
MD, Head of Product at JP Morgan Wealth Management


Dr. Kelli Keough is the Head of Product for J.P. Morgan Wealth Management at JPMorgan Chase & Co., where she is responsible for delivering quality client-, advisor-, and field-facing products and simple, intuitive and connected experiences across all of the products in J.P. Morgan Wealth Management. She sets the strategy and prioritization for products and drives business outcomes across the portfolio. She also leads the core digital experiences, retirement solutions and inclusive investing strategies for underrepresented groups. Previously, she led the launch and was the head of J.P. Morgan’s self-directed brokerage and automated investing platforms. Prior to this role, Dr. Keough was Global Head of Digital Wealth Management where she led the digital transformation for Wealth Management including the launch of the U.S. and international J.P. Morgan’s digital investing platforms.

Based in New York, she’s a member of the J.P. Morgan Wealth Management, the Chase Product, and the Asset & Wealth Management (AWM) Wealth Management Solutions Leadership Teams. She is a Director of the J.P. Morgan Securities, LLC Board and the Commonwealth nonprofit board, as well as on the Strategic Advisory Board of FTV Capital, and has served as the Executive Sponsor for Women on the Move–AWM.
Before joining J.P. Morgan in 2015, Dr. Keough was a Senior Vice President at Charles Schwab, where she led the business and client experience, digital platforms and education for Schwab’s active trading, self-directed and global trading clients. She was also responsible for OptionsXpress, a leading retail derivatives firm, sat on the Charles Schwab Retail Leadership Team, and was responsible for the Austin location. Prior to this role, Dr. Keough served as Chief Marketing Officer at CyberTrader, where she led the merger of CyberTrader into Schwab.

Before coming to Schwab, Dr. Keough worked with a variety of startup and financial service companies. Dr. Keough was a Professor of Psychology at the University of Texas at Austin before starting her 23-year career in financial services.
After growing up in Northern Idaho, Dr. Keough received her bachelor’s degree with honors from Yale, and her master’s degree and doctorate in Social Psychology from Stanford. Dr. Keough lives in Scarsdale, New York with her husband, son and daughter.

Agenda Sessions

  • Defining the future of wealth management: Leadership, data, technology, responsibility, compliance and returns