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

Family Legacy

Insight 6: Active cross-generational stakeholder alliance

August 11, 2025As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
Markets

Are we seeing irrational exuberance in the market? We don’t think so

August 8, 2025After last week’s jobs report, markets snapped back. We examine the underlying dynamics.Read Now
Family Legacy

Insight 7: Develop a capable and committed rising generation

August 5, 2025Members of the younger generation are the future stewards of the family enterprise, so it is important to invest time and resources in cultivating their interests and skills.Read Now
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