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

Quick shot: President Biden bows out of the election – now what?

July 22, 2024After weeks of growing calls from Democrats to step aside, President Joe Biden has officially dropped out of the 2024 election.Read Now
Outlook

Three big surprises that could drive markets in the second half

July 22, 2024We consider three ways markets could take investors by surprise in the second half of the year – and what each development might look like.Read Now
Markets

What’s driving the rotation into small-cap stocks?

July 19, 2024There’s been a recent surge in small-cap stocks. What’s causing it, and what does it mean for investors?Read Now
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