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

Wealth Planning

You’ve decided to share your wealth with family. Now what?

May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Family Legacy

Financial considerations for multigenerational households

May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
Wealth Planning

The art of making your estate plan matter: Using your superpower as a “wise giver”

May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
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