CFA (2018); BBA (2012), Simon Fraser University, Canada.
Katherine is an institutional portfolio manager at PH&N Institutional, where she collaborates with clients and consultants to structure and manage a diverse array of investment mandates. While her primary focus lies in broader equity and multi-asset strategies, she also serves as a capability specialist for quantitative equity strategies. Katherine began her investment career with the firm in 2012, notably contributing to the RBC Quantitative Investments team during a six-month rotation. In that role, she supported fund managers by leveraging her expertise in security research, portfolio positioning, and pre-execution trade analysis.