Kathy Kozak

Kathy Kozak joined Trez Capital in 2017 and has served the Firm in many areas, including Finance, Capital markets and Portfolio Management. As Senior Managing Director, Portfolio Management, she is responsible for strategy and analysis for the Trez Capital investment funds and strategic initiatives.

She brings over 20 years of financial services expertise to the role. Kathy has an intimate knowledge of the Trez Capital Funds and Investment Portfolio, having successfully led the Firm’s syndication program from 2019 to 2025, cultivating strong relationships with investors and syndication partners.

Prior to joining Trez Capital, Kathy worked at GCM Grosvenor for nearly two decades, holding various leadership 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 distinction from DePaul University’s Kellstadt Graduate School of Business with a Master of Business Administration (MBA). She is a Chartered Financial Analyst (CFA), Chartered Professional Accountant (CPA) and Chartered Accountant (CA) in British Columbia, as well as a Certified Public Accountant (CPA) in the United States.

Additionally, Kathy is a Certified Fraud Examiner and was recognized as one of Canadian Mortgage Professional’s Women of Influence in 2019.