Katrina RodriguezKatrina RodriguezClient Associate
About Katrina
Katrina Rodriguez is a Client Associate with J.P. Morgan Wealth Management. As a member of The Koch & Walters Group, she provides customer service and account maintenance support for high-net-worth clients. Katrina's responsibilities include onboarding procedures, fund transfers, monitoring transactions, and research. Katrina is dedicated to understanding and making herself available to client needs and strives to provide exceptional client service.
Katrina graduated from Trinity College with a B.A. in Sociology. At Trinity, she was a member of the Kappa Kappa Gamma sorority where she served as the Philanthropy Chairman and continues to volunteer in various community service projects in New York City.
Katrina lives in Manhattan and enjoys spending time with her friends and family. Additionally, she enjoys designing and handmaking her own jewelry.
Insights
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Cybersecurity
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October 9, 2025For Indigenous people in the U.S., estate planning can be particularly complex. Read on to learn how Indigenous Americans can approach estate planning.Read NowFamily Legacy
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October 9, 2025The end of the year, also called Giving Season, is a big driver of charitable donations in the U.S. This practice dates back many years and comes with notable financial benefits.Read NowRetirement
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October 7, 2025As you approach retirement, you may be wondering what the next steps are for your investments. An annuity may be an effective tool for you in retirement by providing a steady and reliable income stream.Read NowWealth Planning
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October 7, 2025How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowFamily Legacy
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October 3, 2025With the government shutdown delaying the September jobs report, read more about what this could mean for the Fed’s deliberations on future interest rate cuts.Read NowCybersecurity
Unmasking social engineering: Protecting your wealth from deceptive cyber tactics
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