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
Family 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 Now
New 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
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Making the transition to retirement
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Should 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
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January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.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 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 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 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 NowProximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read NowHow you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read NowHow to prepare for Tax Day as a small business owner
January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read NowNew J.P. Morgan research sheds light on the wealth dialogue between generations
January 15, 2026New research from J.P. Morgan’s Family Wealth Institute dives into the complex dynamics of talking about family wealth and why some may find it challenging.Read NowSelling stock under a 10b5-1 plan
January 15, 2026If you’re a corporate insider, you have to decide whether to sell company stock, including vesting restricted stock units (RSUs) and options, through a 10b5-1 plan.Read Now