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