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 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
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January 29, 2026The Federal Reserve held interest rates steady in January. Learn what investors can expect at the March meeting and how inflation and a shift in Fed leadership could affect rate decisions.Read NowThe new frontier: 3 themes driving alternatives in 2026
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January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowNew 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
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