Kara Grady BoudreauKara Grady BoudreauExecutive DirectorWealth Advisor
About Kara
Kara Grady Boudreau is an Executive Director and Wealth Advisor with over 32 years in the money management business.
Her clientèle includes labor unions, corporate executives, business owners and multigenerational families. She and her Client Service Associate, Kara Donovan, work closely with each client to determine their unique goals, risk tolerance and time horizon with regard to their investments. They then make strategic asset allocations and tailor investment plans that strive to meet their clients' unique needs and goals. Kara and Kara rely on a service-based model while taking advantage of J.P. Morgan's global resources to benefit clients' investment portfolios.
Kara earned her B.A. in English from Boston College. She began her career as a Financial Advisor at Merrill Lynch from 1988-1992. She subsequently moved to Smith Barney (1992-1998) and Credit Suisse (1998-2003). Prior to joining J.P. Morgan in February of 2012, Kara was a Financial Advisor for 9 years at UBS.
Kara and her husband, Richard Hurd, split their time between their homes in South Dartmouth, MA and Naples, FL. She is an active member on the Council for Women at Boston College, and the Executive Committee of Boston's Campaign for Catholic Schools.
Insights
What to consider when you’re considering alternative investments
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March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read Now
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Alternative Investments in 2025: Our top five themes to watch
March 18, 2025Normalizing rates and new growth drivers appear poised to transform private markets, creating potential opportunities.Read NowWhat to consider when you’re considering alternative investments
March 20, 2025Prioritizing due diligence and manager selection can be key to building an allocation to alternatives that enhances your portfolio’s diversification and outperformance potential.Read NowOn the rocky road to tax cuts
March 20, 2025By year-end, extension of the TCJA provisions seems likely. But first, the GOP needs to resolve strains within the caucus.Read NowMarch 2025 Fed meeting: Interest rates kept steady, slower economic growth projected
March 20, 2025Fed held rates steady for a second straight month and provided economic projections forecasting slower growth and higher inflation by year-end.Read NowBuilding a strong and connected family of wealth: A 10x10 learning road map
March 20, 2025The process of fostering empowered, responsible children begins early and remains a lifelong journey. Our 10x10 model outlines the key competencies to master at various life stages.Read NowWhat to know about tax-aware borrowing
March 20, 2025Individuals can choose to take out loans in a way that may minimize their tax liability – this is called tax-aware borrowing. Learn more about it.Read NowNavigating the opportunities and challenges of family gifts: 5 practices
March 19, 2025Passing along family financial wealth often involves a lot of moving parts. Learn how deepening connections with your family can help you construct a lasting legacy aligned with your values.Read NowWealth planning is a women’s issue
March 19, 2025While supporting women during earning years is important, it is equally important that women are also equipped for what comes after – and in particular, that means having a comprehensive wealth plan.Read NowInsulate your investment strategy with a portfolio line of credit
March 18, 2025A portfolio line of credit can be an alternative source of liquidity which can help an investor avoid having to liquidate securities and upset their investment strategy and possible trigger capital gains.Read NowAlternative Investments in 2025: Our top five themes to watch
March 18, 2025Normalizing rates and new growth drivers appear poised to transform private markets, creating potential opportunities.Read Now