Katherine is responsible for the analytical research of investments at the firm, holds the Investment Adviser Representative license (Series 65) and is also a CFA Level III candidate. She graduated summa cum laude from Taylor University with a BS in Finance and was a member of Taylor University’s Student Managed Portfolio Teams, participating in the management of Taylor’s domestic and global equities portfolios, as well as the research and analysis of investment opportunities for the fixed income student managed portfolios. Katherine was selected as one of seven students to attend the Quinnipiac University’s Global Asset Management Education Forum in New York and tour the New York Stock Exchange.
While attending Taylor University, Katherine played at No. 1 singles and doubles for the women’s tennis team and was named to the Academic All-District Team for outstanding academic and athletic achievements.
A native of Colombia, Katherine is fluent in Spanish. Outside of work, Katherine enjoys spending time with friends and family, playing tennis, reading and traveling.