Katrina L. BerubeKatrina L. Berube, CFA®
Investment Associate

"I help structure asset allocation models comprising managed accounts and fixed income strategies."

About Katrina

Katrina Berube is an Investment Associate 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 12 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.

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