Katrina L. BerubeKatrina L. Berube, CFA®Vice PresidentBusiness Management Specialist
About Katrina
Katrina Berube is a Vice President and Business Management Specialist with J.P. Morgan Wealth Management.
She works with a team serving high-net-worth individuals, including entrepreneurs and executives in the private equity industry. She holds the Chartered Financial Analyst® designation, and helps structure asset allocation models comprising managed accounts and fixed income strategies.
Katrina initially studied Management in college, and as part of the curriculum was exposed to Economics. She changed her major, and then completed a program in which she earned both a B.A. and an M.A. in Economics. Katrina has over 20 years of financial services industry experience. She believes her skills in portfolio analysis and construction help her respond to the challenges clients face in today's complex and ever-changing environment.
Katrina joined Bear Stearns, J.P. Morgan predecessor firm, in 2005 as a Client Service Associate. She and her team moved to J.P. Morgan in 2008, and in February 2013 she became an Investment Associate.
Katrina grew up in Maine, graduated from Boston University, and earned the Chartered Financial Analyst designation in 2010. In her spare time, she enjoys cooking and preserving. An avid trail runner, she regularly competes in trail and ultra races around the region.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Insights
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October 12, 2026Several Fed officials have struck a more hawkish tone in speeches ahead of October’s FOMC meeting. Here's what they're saying, what the dot plot suggests, and the key dates and reports that could shift expectations.Read NowWhat risks? Earnings are up and to the right
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October 7, 2026Oil prices have been high in 2026 as supply risks and demand expectations collided. Learn what’s driving WTI and Brent crude – and why oil matters for inflation, rates and markets.Read NowWhy a 401(k) and high-yield savings account may not be enough
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October 1, 2026When the Federal Reserve hikes interest rates, borrowing costs, customer demand and valuations across industries may be impacted, from real estate and small businesses to AI data centers.Read NowData centers meet democracy: The backlash to the AI buildout
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