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

Markets

5 things working in markets today

June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Investing

Paying with debt: How to leverage your investments

June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Real Estate

Thinking about buying another home? Here’s what to consider

June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
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