Kateryna serves as a Portfolio Manager at Point 32 Investment Partners, where she works closely with advisors and clients to support the development and implementation of personalized investment strategies aligned with their financial goals.
Prior to joining Point 32, Kateryna served as a Portfolio Manager at Bank of America Private Bank, where she delivered customized portfolio management and investment solutions for high-net-worth individuals and families. She previously held roles as a Portfolio Manager Senior Associate with Bank of America Private Bank and as a Financial Solutions Advisor with Merrill, building extensive experience in investment management, wealth planning, and client service.
Kateryna earned a Bachelor's degree in Business Administration from Maria Curie-Sklodowska University in Poland and a Master of Business Administration (MBA) from Stony Brook University. She also holds the Certified SRI Counselor (CSRIC®) designation and maintains her Securities Industry Essentials (SIE), Series 7, and Series 66 registrations through LPL Financial.
Born and raised in Ukraine, Kateryna is fluent in English, Russian, and Ukrainian. She lives in Hampton Bays with her husband and son and enjoys traveling, exploring the East End community, and learning about different cultures.