Kara BobinskiKara BobinskiSenior 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.
Insights
Outlook
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January 13, 2025December’s jobs report confirms that this is a strong economy that doesn’t currently need meaningful policy easing to see continued expansion, according to our strategists.Read NowRetirement
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January 13, 2025You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowInvesting
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January 9, 2025Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowInvesting
Insulate your investment strategy with a portfolio line of credit
January 9, 2025A portfolio line of credit can be an reliable backup source of liquidity that helps insulate a portfolio from untimely liquidations, capital gains and loss of investment income.Read NowWealth Planning
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January 9, 2025Often, people are able to achieve sufficient asset protection by employing very simple strategies.Read NowWealth Planning
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January 6, 2025Structure gifts to beneficiaries with special needs without jeopardizing their ability to receive government benefits.Read Now
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