Kathy Kozak

Vice President, Strategy & Corporate Finance

Kathy is responsible for strategy, portfolio management and financing for the Trez Capital investment funds.  Kathy joined Trez in 2017, bringing over 20 years of financial services expertise.  Prior to joining Trez, Kathy worked at GCM Grosvenor with various roles in due diligence, treasury, accounting, financial reporting and tax.  Kathy began her career in public accounting at Arthur Andersen. 

 

Kathy graduated with honors from the University of Iowa with a Bachelor of Business Administration degree, and with distinction from DePaul Kellstadt Graduate School with a Master of Business Administration degree.  She is a Chartered Financial Analyst, Chartered Professional Accountant, Chartered Accountant (CPA, CA) in British Columbia and a Certified Public Accountant in the United States.