Katharine is a Managing Director and Banker in the Boston office of J.P. Morgan Private Bank. She works closely with some of the most sophisticated clients in New England—senior executives and portfolio managers of asset management firms, entrepreneurs and large family offices—and advises them across all aspects of their financial lives. Katharine recognizes that for most of these clients, their wealth will span multiple generations. She helps them identify and articulate their values and intentions, ensuring that family governance, financial plans and investment portfolios align with their desired outcomes. Her interest in people, attention to detail and persistent follow-through have been constant in her nearly 15 years with J.P. Morgan.
Katharine has served as a Perkins Corporator since 2017 and has participated in a number of Perkins special events in recent years including the golf tournament, Shark Tank and the Taste of Perkins.
Prior to joining J.P. Morgan in 2007, Katharine worked in business development and marketing for American Express and the New York Mets Baseball Club. She received an MBA from Columbia Business School and a B.A. from Harvard University, where she played Varsity Field Hockey and Lacrosse. She is currently a Trustee of Match Charter Public School in Boston and is active coaching her three daughters in youth sports.