About Katherine

Katherine Stewart is an Investment Associate with J.P. Morgan Advisors, a Wealth Management division of J.P. Morgan. As a member of The Muravchik Team, she provides account management and operational support for high-net-worth individuals and their families. Katherine's responsibilities include client onboarding, trade execution and addressing inquiries regarding client portfolios. She prides herself on delivering a personal touch and addressing clients' individual needs.

Katherine began her career in 2018 at BlackRock as an Institutional Defined Contributions Analyst, where she worked closely with corporate executives and retirement plan sponsors including 401(k)s and 403(b)s prior to moving to J.P. Morgan Advisors in 2020. Katherine earned a Bachelor's degree in Economics and Business Administration from Adelphi University. She holds FINRA Series 7 and 63 licenses.

A native to Australia, Katherine moved to America on a volleyball scholarship in 2014. She now resides in New York and enjoys attending live comedy shows and searching for the latest culinary experience.

Insights

Wealth Planning

For you, is it a "great resignation" or just a "great reset"?

May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Taxes

Tax alpha: 3 steps to take today to improve your portfolio’s tax health

May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Investing

Consumers are still spending, but what they’re buying is changing

May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.
(914) 899-5936katherine.x.stewart@jpmorgan.com