Skip to content

2026 SPEAKER LINEUP

The 2026 Exit Planning Summit features a variety of industry experts and exit planning thought leaders for introductory to advanced exit planning sessions.

 

Kara Leventis

Meet Kara Leventis:

Kara Leventis is a Banker in the Cleveland office of J.P. Morgan Private Bank. Kara works closely with a diverse blend of successful individuals, including private equity and investment banking professionals and female founders...

ABOUT KARA

Meet Kara Leventis:

Kara Leventis is a Banker in the Cleveland office of J.P. Morgan Private Bank. Kara works closely with a diverse blend of successful individuals, including private equity and investment banking professionals and female founders and entrepreneurs. She serves as a conduit to the firm’s breadth of capabilities to help clients address the challenges and opportunities of substantial wealth.


Kara draws on her background in complex lending structures and the alternative investment universe to help clients optimize both sides of the balance sheet—portfolio strategies, credit, estate planning and more. Her recommendations are informed by the thought leadership of J.P. Morgan, and she is adept at allocating assets in a strategic manner across the competitive fund landscape. Kara has a particular interest in advising powerful women, building a network and empowering them to take their places as leaders and philanthropists. She blends a winning combination of intelligence and warmth to unite people in thoughtful and synergistic ways.


Kara began as a Pension Consultant at McHenry Advisers, which strengthened her foundation in quantitative analysis and financial modeling. She joined J.P. Morgan’s Analyst program in Ohio and then played an instrumental role with the firm’s Financial Institutions Group in New York. More recently, Kara was an Associate at HPS Investment Partners, working alongside the CEO and CFO of the private credit fund to evaluate strategic opportunities and support its firm-wide initiatives. In her return to J.P. Morgan, she brings her value-added background to the team and culture that helped launch her professional journey.


Originally from Warren, Kara earned a B.S. in Actuarial Science from The Ohio State University.


Kara is excited to expand J.P. Morgan’s presence in the Northeast Ohio area, where she continues to live and has deep ties inthe community. She enjoys playing tennis and golf and traveling to new destinations.

HAVE QUESTIONS? WE'RE HERE TO HELP