1Based upon assets under supervision as of October 2023. Includes non-discretionary investments administered by J.P. Morgan Private Investments Inc.
Kate Donovan Morgan
Head of Alternative Investments, U.S. Midwest and South Regions
簡歷
Kate Donovan Morgan is a Managing Director at J.P. Morgan and Head of Alternative Investments for the U.S. Midwest and South Regions at J.P. Morgan Private Bank. Within her group, which oversees more than $150 billion1 in assets globally, Kate serves as an Alternative Investments Specialist, responsible for advising private clients, family offices, and endowments and foundations on the construction of hedge fund, private equity, private debt and real estate portfolios.
Kate has been with the firm since 2011, and prior to her current role, she worked directly with the Global Head of Investment Solutions to execute strategic initiatives across brokerage and managed investment solutions.
Kate graduated from the University of Virginia and holds a B.S. in Commerce from the McIntire School of Commerce (dual concentrations in Finance and Marketing), and a double major from the College of Arts & Sciences in Religious Studies. She resides in New York with her husband, son and daughter.
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投資產品（可能包括銀行管理賬戶及託管）乃由 摩根大通銀行（JPMorgan Chase Bank, N.A.）及其關聯公司（合稱「JPMCB」 ）作為其一部分信託及委託服務而提供。其他投資產品及服務（例如證券經紀及諮詢賬戶）乃由 摩根大通證券（J.P. Morgan Securities LLC）（「JPMS」）提供。摩根大通證券是金融業監管局和證券投資者保護公司的成員。JPMCB及JPMS均為受摩根大通共同控制的關聯公司。產品不一定於美國所有州份提供。請與本網站內容一併閱覽法律免責聲明。
投資產品： • 不受聯邦存款保險公司保障 • 並非摩根大通或其任何關聯公司的存款或其他債務，亦不受摩根大通或其任何關聯公司的保障 • 面臨投資風險，包括可能會損失投資本金
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