As Director of Fund Services, Katrina is responsible for mutual and pooled fund services and operations, including investor relations and intermediary oversight. She manages the firm’s outsourced partners and administrative professionals responsible for fund operations. Katrina has served as a project manager on initiatives that support the firm’s strategic plan and has extensive experience as a relationship manager for private wealth and institutional clients.
Katrina joined Boston Trust Walden in 2007. She earned an MBA degree from Boston University and a BS in Finance from Bryant University.