1Based on assets under supervision as of October 2023. Includes non-discretionary investments administered by J.P. Morgan Private Investments Inc.
offices near you
office near you
Sorry we are unable to fetch the Office nearest to you at this point. Please visit Our Offices Page to find the office closest to you.
How can we help?
Kate Donovan Morgan
Head of Alternative Investments, U.S.
Biography
Kate Donovan Morgan is a Managing Director at J.P. Morgan and U.S. Head of Alternative Investments 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.
Contact us to discuss how we can help you experience the full possibility of your wealth.
Please tell us about yourself, and our team will contact you.
*Required Fields
Contact us to discuss how we can help you experience the full possibility of your wealth.
Please tell us about yourself, and our team will contact you.
LEARN MORE About Our Firm and Investment Professionals Through FINRA BrokerCheck
To learn more about J.P. Morgan’s investment business, including our accounts, products and services, as well as our relationship with you, please review our J.P. Morgan Securities LLC Form CRS and Guide to Investment Services and Brokerage Products.
JPMorgan Chase Bank, N.A. and its affiliates (collectively "JPMCB") offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC ("JPMS"), a member of 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. JPMCB, JPMS and CIA are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Please read the Legal Disclaimer in conjunction with these pages.
INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Bank deposit products, such as checking, savings and bank lending and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC. Not a commitment to lend. All extensions of credit are subject to credit approval.
