Katrina Berube, Cfa®
AeroLeads people directory · profile

Katrina Berube, Cfa® Email & Phone Number

Business Management Specialist at J.P. Morgan Wealth Management at J.P. Morgan
Location: Boston, Massachusetts, United States 5 work roles 2 schools
1 work email found @jpmorgan.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email k****@jpmorgan.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Business Management Specialist at J.P. Morgan Wealth Management
Location
Boston, Massachusetts, United States
Company size

Who is Katrina Berube, Cfa®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Katrina Berube, Cfa® is listed as Business Management Specialist at J.P. Morgan Wealth Management at J.P. Morgan, a with 59438 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at jpmorgan.com and a matched LinkedIn profile for Katrina Berube, Cfa®.

Katrina Berube, Cfa® previously worked as Business Management Specialist at J.P. Morgan and Investment Associate at J.P. Morgan. Katrina Berube, Cfa® holds Master Of Arts - Ma, Economics from Boston University.

Company email context

Email format at J.P. Morgan

This section adds company-level context without repeating Katrina Berube, Cfa®'s masked contact details.

*@jpmorgan.com
71% confidence

AeroLeads found 1 current-domain work email signal for Katrina Berube, Cfa®. Compare company email patterns before reaching out.

Profile bio

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

Current workplace

Katrina Berube, Cfa®'s current company

Company context helps verify the profile and gives searchers a useful next step.

J.P. Morgan
J.P. Morgan
Business Management Specialist at J.P. Morgan Wealth Management
new york, new york, united states
Website
Employees
59438
AeroLeads page
5 roles

Katrina Berube, Cfa® work experience

A career timeline built from the work history available for this profile.

Business Management Specialist

Current

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

Feb 2024 - Present

Investment Associate

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

Feb 2013 - Jan 2024

Client Associate

Boston, Massachusetts, United States

Mar 2008 - Feb 2013

Client Associate

Boston, Massachusetts, United States

Aug 2005 - Mar 2008

Assistant Buyer

Boston, Massachusetts, United States

May 2002 - Jul 2005
Team & coworkers

Colleagues at J.P. Morgan

Other employees you can reach at jpmorgan.com. View company contacts for 59438 employees →

2 education records

Katrina Berube, Cfa® education

Master Of Arts - Ma, Economics

I took advantage of Boston University's dual degree program which enabled me to graduate in four years with both a BA and an MA.

FAQ

Frequently asked questions about Katrina Berube, Cfa®

Quick answers generated from the profile data available on this page.

What company does Katrina Berube, Cfa® work for?

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

What is Katrina Berube, Cfa®'s role at J.P. Morgan?

Katrina Berube, Cfa® is listed as Business Management Specialist at J.P. Morgan Wealth Management at J.P. Morgan.

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

AeroLeads has found 1 work email signal at @jpmorgan.com for Katrina Berube, Cfa® at J.P. Morgan.

Where is Katrina Berube, Cfa® based?

Katrina Berube, Cfa® is based in Boston, Massachusetts, United States while working with J.P. Morgan.

What companies has Katrina Berube, Cfa® worked for?

Katrina Berube, Cfa® has worked for J.P. Morgan, Bear Stearns & Co., and Filene'S.

Who are Katrina Berube, Cfa®'s colleagues at J.P. Morgan?

Katrina Berube, Cfa®'s colleagues at J.P. Morgan include Howard Chu, Shakeel Ahmad, Mehdi Mmn, Albert Castle, and Теодор Грънчаров.

How can I contact Katrina Berube, Cfa®?

You can use AeroLeads to view verified contact signals for Katrina Berube, Cfa® at J.P. Morgan, including work email, phone, and LinkedIn data when available.

What schools did Katrina Berube, Cfa® attend?

Katrina Berube, Cfa® holds Master Of Arts - Ma, Economics from Boston University.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.