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
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January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.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 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 NowThe quiet disconnect: New J.P. Morgan research sheds light on the wealth dialogue between generations
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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 NowDecember 2025 CPI report released: What the data means and how it might affect interest rates
January 13, 2026December's Consumer Price Index (CPI) release added fresh insight on inflation at year-end. Here's what recent price trends and a weaker job market may signal for the Federal Reserve and investors in 2026.Read NowWhat the December 2025 jobs report told us about the labor market – and what it could mean for interest rates
January 12, 2026With the labor market cooling but showing signs of stabilizing, December 2025’s jobs report could set expectations for interest rates, wages and hiring trends in 2026.Read Now