Katrina is responsible for investment manager and asset strategy due diligence for the Harbor Investment Committee. Additionally, she collaborates with our Financial Advisors to research and develop customized investment portfolios for our clients and provide on going investment manager due diligence.
Katrina began her career as an Analyst in the Investment Banking Division at Alex. Brown & Sons where she was part of the Technology Group helping emerging growth high-technology companies access the capital markets. Later she was an Associate in the New Media & Telecommunications Group where her responsibilities among other things included extensive financial analysis and due diligence. Katrina joined Harbor Investment Advisory in 2013 as an Investment Analyst. She graduated magna cum laude from Yale University with a Bachelor of Science in Mechanical Engineering and earned an MBA from the Harvard Business School.
Katrina is married and lives with her husband and 4 children in Baltimore County.