You're signed outSign in or to get full access.
About
Katia Prochovnic is an Investment Associate at JGP Wealth Management, LLC in Portland, Oregon. In her current role, she supports the firm's investment strategy by conducting investment research, executing trades, and performing portfolio analysis across a range of asset classes. Katia works closely with the team to deliver a seamless client experience and ensure disciplined, data-driven portfolio management.
Her specific focus includes portfolio construction, security research, and trade execution, with a strong analytical foundation informed by her Chartered Financial Analyst (CFA®) designation. While her investment experience spans multiple sectors, her expertise lies in disciplined research and quantitative analysis to support client portfolio objectives.
Katia graduated magna cum laude with a Bachelor of Business Administration in Finance from Gonzaga University and holds Series 7 and Series 66 licenses. She is recognized for her rigorous, technical approach and commitment to long-term client success within the wealth management industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| JGP Wealth Management | Investment Associate | Unknown to Present | — |
| Bond Financial PLLC | Unknown to Present | — | |
| J.P. Morgan | Unknown to Present | — |
Education
Gonzaga University
2017 — 2021
2013 — 2017
Others at JGP Wealth Management, LLC (1)
| Name | Role | Location |
|---|---|---|
S Shannon Jones | Senior Portfolio Manager | Bend, OR , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
 | Chief Investment Officer and Portfolio Manager | Cutler Investment Counsel LLC | Kirkland, WA , United States |
 | Chief Executive Officer/Portfolio Manager | Cutler Investment Counsel LLC | Jacksonville, OR , United States |
