Kathryn Harrison

Kathryn Harrison is a Managing Director of Estate and Business Planning with J.P. Morgan Wealth Management. Ms. Harrison joined J.P. Morgan Wealth Management in 2023. Prior to joining J.P. Morgan Wealth Management, Ms. Harrison was a Managing Director at First Republic since 2012. Prior to joining First Republic, Ms. Harrison was a Partner and Director of Insurance Services for Astera Financial Group, LLC. As an Insurance Specialist, she focuses on investigating, evaluating and finding creative ways to manage the risks clients face in all aspects of their lives. She brings over thirty years of financial services experience in helping clients make prudent financial decisions. Harrison's experience includes roles as Director of Professional Partnerships for ValMark Securities, Inc. and a Preferred Consultant to CPAmerica International, Inc. She began her career as a Certified Public Accountant at Arthur Andersen.

A frequent speaker on the issues surrounding professional partnerships, Ms. Harrison has lectured and been a panelist for numerous regional, national and international organizations including CPAmerica International meetings, AICPA Personal Financial Planning annual meeting, Million Dollar Round Table - Top of the Table annual meeting, and CPA Associates International meeting. Kathryn is involved in her community of Carmel, CA, having served on the Endowment Committee for the Women's Fund of Monterey County and is currently on the Board of Trustees of the Carmel Sunset Cultural Center.

Ms. Harrison received her BBA degree in accounting from Millsaps College.