CFA (2018); BBA (2012), Simon Fraser University, Canada.
Katherine is an institutional portfolio manager at PH&N Institutional. In this role, she is involved in client servicing and portfolio management for institutional clients and investment consultants. She has a focus on multi-asset mandates and is also a capability specialist with respect to quantitative equity strategies and alternative investments. Katherine assumed this role in 2022, having earlier worked as an associate, and joined the firm in 2012, which is when she began her career in the investment industry.