At Pathstone, Katheryn is an Associate Director on the private markets research team. She is focused on sourcing and performing due diligence on private equity managers and has a dedicated focus on lower middle market strategies and emerging managers. She is also a part of the Cambrian Anchor team, Pathstone’s private equity anchoring strategy, where she focuses on souring and performing due diligence on first-time fund anchor candidates.

Katheryn joined Pathstone from Veritable, a Philadelphia-based multi-family office, where she joined as private equity Research Analyst.

Katheryn received her undergraduate degree in both Economics and Political Science from Villanova University. She is also a CFA charterholder and a member of the CFA Society Philadelphia.

A Chartered Financial Analyst (CFA®) is a professional designation given to investment professionals who have successfully completed the requirements set by the globally recognized CFA Institute. Candidates are required to pass three levels of exams covering areas such as accounting, economics, ethics, money management, and security analysis.