Katrina is responsible for mutual and pooled fund services and operations, including investor relations and intermediary oversight. She manages the firm’s outsourcing partners as well as administrative professionals responsible for fund operations. Katrina has served as a project manager on initiatives that support the firm’s strategic plan. She also has extensive experience as a relationship manager for private wealth and institutional clients.
Katrina began her career when she joined the firm in 2007. She earned a BS in Finance from Bryant University and an MBA degree from Boston University.