Katherine StewartKatherine StewartInvestment Associate
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
Markets
A tale of two markets: Divergence amid the post–Labor Day sell-off
September 6, 2024This week, AI underperformed while fixed income shined. Here's our take on a week of volatile market moves.Read Now
Cybersecurity
Mind your business: How to keep your company cyber secure
September 5, 2024Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read Now
Wealth Planning
New York estate planning
September 4, 2024When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.Read Now
Banking
Managing cash: Make sure your assets are well protected
September 4, 2024Choosing where and how to hold your cash reserves is an important part of your overall financial strategy.Read Now
Outlook
Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market
September 3, 2024The latest Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market explores the outlook for an AI-driven US equity market.Read Now
Markets
3 moments that defined August
August 29, 2024As we set course for the upcoming rate cutting cycle, here’s what we learned from August’s highs and lows.Read Now
Business
The importance of business cash management
August 28, 2024Managing cash effectively is a key ingredient to business success. Discover more about planning for seasonal fluctuations and optimizing the returns on your business cash.Read Now
Real Estate
When is the right time to buy a second home?
August 27, 2024Buying a second home is a big step on your real estate journey. To determine when the time is right, look at your finances, motivations for buying and the housing market.Read Now
Wealth Planning
Insight 8: Work together to build a better world
August 27, 2024Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read NowMarkets
A tale of two markets: Divergence amid the post–Labor Day sell-off
September 6, 2024This week, AI underperformed while fixed income shined. Here's our take on a week of volatile market moves.Read NowCybersecurity
Mind your business: How to keep your company cyber secure
September 5, 2024Does your business’ cybersecurity need some TLC? With cybercrime on the rise, it’s important to understand how you can keep your business accounts and assets well protected.Read NowWealth Planning
New York estate planning
September 4, 2024When putting together an estate plan or any financial plan, you and your attorney should consider the various different state laws that could impact the plan in addition to federal laws. Here are some important items to think about for individuals with ties to New York State.Read NowBanking
Managing cash: Make sure your assets are well protected
September 4, 2024Choosing where and how to hold your cash reserves is an important part of your overall financial strategy.Read NowOutlook
Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market
September 3, 2024The latest Eye on the Market: A severe case of COVIDIA: prognosis for an AI-driven US equity market explores the outlook for an AI-driven US equity market.Read NowMarkets
3 moments that defined August
August 29, 2024As we set course for the upcoming rate cutting cycle, here’s what we learned from August’s highs and lows.Read NowBusiness
The importance of business cash management
August 28, 2024Managing cash effectively is a key ingredient to business success. Discover more about planning for seasonal fluctuations and optimizing the returns on your business cash.Read NowReal Estate
When is the right time to buy a second home?
August 27, 2024Buying a second home is a big step on your real estate journey. To determine when the time is right, look at your finances, motivations for buying and the housing market.Read NowWealth Planning
Insight 8: Work together to build a better world
August 27, 2024Beyond business acumen, instilling a philanthropic spirit and strong sense of mission can be key to inspiring and integrating the next generation into the family business.Read Now
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