Kathryn W. Konrad CFP

Critic
DISC Type : C

Managing Director at J.P. Morgan Private Bank

Greater Chicago Area, United States

Overview

Kathryn is a Managing Director and Banker at J. P. Morgans Private Bank, specializing in serving the Midwest Financial Sponsors Team. A Certified Financial Planner and fluent Mandarin speaker, she was recently named to the 2025 Morgan Circle, a recognition for the firms top advisors.

Outside of her professional role, Kathryn is deeply committed to community service and philanthropy. She is actively involved with The Honeycomb Project, co-chairing fundraisers and participating in volunteer events with her family. Her commitment is further demonstrated through a personal philanthropic fund.

Unique fact: She is fluent in Mandarin Chinese, a distinctive skill in the Chicago financial sector.

Personality Overview

Critic

Objective Thinker

Information Seeker

It is very likely that they will negotiate pricing or other important terms.  They like to do things independently and don’t look for support from others. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

Financial Sponsors
Her role is dedicated to the Midwest Financial Sponsors Team, indicating deep expertise in advising private equity and venture capital principals.
Asian Community Engagement
She co-hosted the J. P. Morgan Private Bank's Asian American Summit and an event at the US Open, demonstrating a passion for connecting this community.
Family Philanthropy
Co-chairs and participates in charity events with her family and has established a personal philanthropic fund, showing a deep commitment to giving back.

Media Appearances

Kathryn has no verified media appearances

Work History

4-2023
Managing Director at J.P. Morgan Private Bank
7-2011 - 5-2023
Executive Director at J.P. Morgan Private Bank
12-2007 - 6-2011
Senior Associate at J.P. Morgan Private Bank
5-2005 - 11-2007
Relationship Banker at JPMorgan Chase & Co.

Education

2010 - 2012
Completed CERTIFIED FINANCIAL PlANNER TM Education Program from Northwestern University
2001 - 2005
B.S. from University of Illinois Urbana-Champaign

More Information

Social Presence :

Prographics :

Exp : 20 Location : Greater Chicago Area, United States Job Level : Mid-senior Designation : Managing Director at J.P. Morgan Private Bank
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Insights For Selling To Kathryn

During A Call Or A Meeting

DO's

  • Keep some extra margin while sharing pricing, they are likely to negotiate later
  • Be ready for penetrating questions and critical examination of your pitch
  • If you can, show them industry reports or analyst comments instead of sharing anecdotal stories

DONT's

  • Don’t try too hard to build a relationship with them
  • Don’t rush them till they have clearly gotten all the necessary information
  • Avoid phrases like ‘trust me’, ‘others just love’ etc.

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kathryn is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Kathryn

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Kathryn move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Kathryn take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Kathryn

Personality Compatibility


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