Katherine Burke, CFA
Senior Associate, Portfolio Management
Katie is a Senior Associate, Portfolio Management at Athena. In her role, she oversees various aspects of client relationships including working directly with clients to develop portfolio asset allocation, diligently monitoring client portfolios and developing and preparing client Investment Policy Statements. Katie also attends investment manager meetings and serves as a mentor for the Associate Portfolio Managers.
Katie came to Athena Capital from Grantham, Mayo, Van Otterloo & Co. LLC (GMO) where she served as a Client Relationship Manager, working primarily with institutional clients for six years. Prior to GMO, Katie was with State Street Analytics as a Client Relationship Manager and AEW Capital as an Analyst and began her career at Fidelity Investments.
- Master of Business Administration from Bentley University
- Bachelor of Arts in Economics from the University of Massachusetts Amherst
ACHIEVEMENTS AND POSTS
- Chartered Financial Analyst (CFA) Charterholder
- Member, CFA Society Boston