Katarina MarkovicKatarina MarkovicExecutive Director, Alternative Investments Specialist
About Katarina
Katarina Markovic is an Executive Director and Alternative Investments Specialist at J.P. Morgan Wealth Management, covering the Western region.
Katarina has amassed a global network of relationships over 25 years working with an array of alternative investment managers. Her background includes hedge funds, private equity, venture capital, private credit and real estate. Katarina communicates investment strategies to advisors and their clients, simplifying complex concepts in understandable terms. Her depth and breadth of knowledge in this space makes her a value-added resource for positioning portfolios to pursue the best possible yield.
Before joining J.P. Morgan in 2022, Katarina was a Managing Director of Business Development and Investor Relations (BD/IR) for Sachs Capital Group, LP. Previous roles include Managing Director of BD/IR at RD Legal Capital, Director of Business Development at LKS Capital, and Vice President of Investor Relations at Epsilon Investment Management. Katarina also founded an independent consulting practice representing alternative investment firms focused on aviation financing, venture debt, structured credit and specialty lending. She began her career at Merrill Lynch in 1996 as a Senior Financial Advisor.
Katarina holds a B.S. in International Economics from Marymount College and an M.B.A. in Finance and Marketing from Rollins College.
Insights
Fiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read Now
Fed leaves rates unchanged to start 2026: Is a cut coming in March?
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 Now
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January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowFiscal fireworks: How debt is rewriting the rules for the US and Japan
January 30, 2026Rising government debt worries fuel weakness in traditional safe-havens but bolster gold’s powerful rally as investors search for the home of the next crisis.Read NowFed leaves rates unchanged to start 2026: Is a cut coming in March?
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
January 26, 2026Why we think alternatives are no longer optional.Read NowDebunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read Now3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read NowMaking the transition to retirement
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
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowFamily governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read NowShould I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now