Katrina L. BerubeKatrina L. Berube, CFA®Investment Associate
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.
Insights
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
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The Fed seems clear: Control inflation at the expense of growth
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For you, is it a "great resignation" or just a "great reset"?
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May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now