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Biography
Katie Brody is a Managing Director and Market Team Lead for Pasadena at J.P. Morgan Private Bank. Katie leads a local team of Bankers who help clients navigate the sophisticated challenges that often accompany success—investments, lending, planning and more. Together with her team, she guides affluent individuals and families in making the complex financial decisions required to grow and protect their wealth. Katie serves as a champion for her clients, and delivers guidance that is thoughtful, creative and proactive.
Katie began her career in the Investment Bank at Goldman Sachs in New York. Eager to engage more directly and deliver more impact for clients, she joined ICG Advisors, a boutique investment management consulting firm, where she constructed and implemented customized portfolio strategies for ultra-high-net-worth individuals. In 2014, Katie joined J.P. Morgan for the opportunity to provide clients with the intellectual capital, thought leadership and broad investment platforms that only the largest of global banks can offer.
A summa cum laude graduate of Georgetown University, Katie earned a B.S. in International Health.
Katie and her husband live with their two young children in Los Angeles. Born and raised in New Jersey, she enjoys the California climate and is grateful her family can participate in outdoor activities year-round. Initially considering a career in the hospitality industry, Katie also holds a certificate in Pastry & Baking Arts from the Institute of Culinary Education in New York. She now prepares desserts for special occasions to the delight of her family and friends.
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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.
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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.
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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
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