OUR PEOPLE

For the past ten years Katrina has worked for JB Were & Son, and then the merged entity Goldman Sachs JBWere as an Investment Adviser. She was responsible for managing portfolios on behalf of boutique institutions and private investors over that time. Prior to joining JBWere, she worked as a fund manager for Commonwealth Funds Management in Canberra, the group responsible for managing the Federal Government's superannuation funds. Katrina has a passion for investment markets and her personable approach is well received by clients.

• Bachelor of Economics (University of Newcastle)
• Graduate Diploma in Applied Finance & Investment (FINSIA)
• Level 2 Options Accreditation (ASX)