Katrina Berube, Cfa®

Katrina Berube, Cfa® Email and Phone Number

Business Management Specialist at J.P. Morgan Wealth Management @ J.P. Morgan
new york, new york, united states
Katrina Berube, Cfa®'s Location
Boston, Massachusetts, United States, United States
Katrina Berube, Cfa®'s Contact Details

Katrina Berube, Cfa® work email

Katrina Berube, Cfa® personal email

n/a
About Katrina Berube, Cfa®

Katrina Berube is a Business Management Specialist with J.P. Morgan Wealth Management. She works with a team serving high-net-worth individuals, including entrepreneurs and executives in the private equity industry. She holds the Chartered Financial Analyst® designation, and helps structure asset allocation models comprising managed accounts and fixed income strategies.https://wealthpartners.jpmorgan.com/boston/peter-c-noonan-grouphttps://www.jpmorganwealthmanagement.com

Katrina Berube, Cfa®'s Current Company Details
J.P. Morgan

J.P. Morgan

View
Business Management Specialist at J.P. Morgan Wealth Management
new york, new york, united states
Website:
jpmorgan.com
Employees:
59438
Katrina Berube, Cfa® Work Experience Details
  • J.P. Morgan
    Business Management Specialist
    J.P. Morgan Feb 2024 - Present
    Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures: http://www.jpmorgan.com/pages/disclosures/email. The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information: https://www.chase.com/personal/investments/important-information-linkedin© 2023 JPMorgan Chase & Co. All rights reserved
  • J.P. Morgan
    Investment Associate
    J.P. Morgan Feb 2013 - Jan 2024
    Boston, Massachusetts, United States
    Electronic Mail (E-mail) May Not Be Used for Trades, Transmission of Personal Information or Messages That Require Immediate Attention. J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.INVESTMENT AND INSURANCE PRODUCTS: ● NOT A DEPOSIT● NOT FDIC INSURED ● NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY ● NO BANK GUARANTEE ● MAY LOSE VALUEJPMC reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Communications are for US residents only, subject to the following disclosures: http://www.jpmorgan.com/pages/disclosures/email. The opinions expressed by the profile creator may not reflect those of JPMC. Any views/strategies described may not be suitable for all investors, nor should it be relied upon as investment advice, guidance or a recommendation to purchase, hold or sell any investment or strategy. JPMC will not accept any orders via LinkedIn or its messaging systems. JPMC does not provide tax or legal advice, and is not responsible for third-party posted content. Experience, skills or posts are not indications of future results. Additional important information: https://www.chase.com/personal/investments/important-information-linkedin© 2023 JPMorgan Chase & Co. All rights reserved
  • J.P. Morgan
    Client Associate
    J.P. Morgan Mar 2008 - Feb 2013
    Boston, Massachusetts, United States
  • Bear Stearns & Co.
    Client Associate
    Bear Stearns & Co. Aug 2005 - Mar 2008
    Boston, Massachusetts, United States
  • Filene'S
    Assistant Buyer
    Filene'S May 2002 - Jul 2005
    Boston, Massachusetts, United States

Katrina Berube, Cfa® Education Details

Frequently Asked Questions about Katrina Berube, Cfa®

What company does Katrina Berube, Cfa® work for?

Katrina Berube, Cfa® works for J.p. Morgan

What is Katrina Berube, Cfa®'s role at the current company?

Katrina Berube, Cfa®'s current role is Business Management Specialist at J.P. Morgan Wealth Management.

What is Katrina Berube, Cfa®'s email address?

Katrina Berube, Cfa®'s email address is ka****@****gan.com

What schools did Katrina Berube, Cfa® attend?

Katrina Berube, Cfa® attended Boston University, Boston University.

Who are Katrina Berube, Cfa®'s colleagues?

Katrina Berube, Cfa®'s colleagues are E S, Dhanlaxmi Shetty, Homa Gharagozlou, Naresh Paladi, Josh Mack, Himmatsinh Rajput, Emma Obi.

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