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
Retirement
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October 31, 2025Cautious central banks, shifting global dynamics and strong earnings reports influence investor sentiment.Read NowMarkets and Economy
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October 30, 2025At its October meeting, the Federal Reserve cut interest rates by 25 basis points for a second straight time. Is one more cut still expected before year-end?Read NowFamily Legacy
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