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.

Insights

Wealth Planning

Providing for your loved ones during your lifetime

December 20, 2024Planning on gifting your assets to your loved ones? See if giving while living is the right choice for you.Read Now
Outlook

December 2024 Fed meeting: Fed cuts rates by 25 basis points to bolster labor market, triggering market shifts

December 19, 2024The Fed's statement introduced a new qualifier on the "extent and timing" of future rate cuts, suggesting a slower pace in 2025 than previously anticipated.Read Now
Business

Incentive stock options and the AMT

December 19, 2024Incentive stock options can provide tax benefits, but without proper planning, those benefits can be diminished.Read Now
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