Kara BobinskiKara Bobinski, CRPC®Senior Client Associate
About Kara
Kara A. Bobinski is a Senior Client Associate at J.P. Morgan Wealth Management.
As a member of The Mehta Group, she provides business strategy management and customer service support for high-net-worth individuals and families. Kara's responsibilities include coordinating the operational aspect of the team and using her excellent communication skills with clients. She has a reputation for managing day-to-day activities in a steady and experienced manner.
Kara graduated from Monmouth University in 2020 with a B.A. in Communication Studies. With five years of experience in financial services, she began her career in 2020 at Morgan Stanley as a Diversity and Inclusion Branch Analyst where she gained valuable relationship management experience.
Kara is currently getting her M.B.A. in Finance at Louisiana State University in Shreveport. In conjunction with giving back to her alma mater, she enjoys spending time with friends and reading. She currently resides by the Jersey Shore with her two mini-Aussies, Cali and Duke.
Chartered Retirement Planning CounselorSM or CRPC® are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College.
Insights
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