Kathryn W. Konrad CFP in

Kathryn W. Konrad CFP

Critic · DISC type C
Managing Director at J.P. Morgan Private Bank
📍 Greater Chicago Area, United States

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.

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Experience
20 Years
Current Role
Managing Director
Job Level
Mid-senior
Location
Greater Chicago Area, United States
Personality Overview

How Kathryn shows up

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.

Priorities

Topics Kathryn cares 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.
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Career

Work history

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

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2010 - 2012
Completed CERTIFIED FINANCIAL PlANNER TM Education Program
Northwestern University
2001 - 2005
B.S.
University of Illinois Urbana-Champaign
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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