Overview

At Sentinel Trust, Katherine is responsible for identifying and developing business prospects and strategic partners, joining Sentinel Trust in 2019 with a decade of experience in wealth management and business development.

Katherine also is the Founder and President of Friendship Smile, a Houston based charity dedicated to fostering positive environments and opportunities for the social development of children born with cleft lip and palate.

Professional Background:

  • Vice President, Autumn Lane Advisors, Houston, TX (2016–2019)
    Responsibilities included serving as the outsourced Chief Investment Officer for four different families with total assets of approximately $500 million; developing and delivering financial planning services and investment advisory services to high-net-worth clients; and screening, reviewing, recommending, and performing due diligence for alternative investments including: hedge funds, real estate, private equity, and venture capital.
  • Business Development Officer, Riveron Consulting, Houston, TX (2014–2015)
    Responsibilities included advising clients and prospects on IPO readiness and preparation, quality of earnings assessments, financial planning and forecasting, and M&A integration; and developing new business by expanding the firm’s network and broadening firm relationships with strategic partners.
  • Private Wealth Manager, Goldman Sachs, Houston, TX (2012–2014)
    Responsibilities included building comprehensive wealth management plans for high-net-worth individuals and families; recommending and implementing client portfolio changes to achieve the greatest return for a given risk level based upon assessing the marketplace and performing scenario analyses; and conducting comprehensive reviews of client portfolios including meetings with lawyers, accountants, and other advisors.

Professional Organizations:

  • CFA Society of Houston, Member

Education

The University of Texas at Austin, MBA (2012)

The University of Texas at Austin, BBA in International Business (2006)

Certifications

CFA® charterholder, CFA Institute (2018)

IN THE COMMUNITY

Community Involvement:

  • Friendship Smile, Founder and President
  • The Briar Club Finance Committee, Member
  • Secured Finance Network Women’s Committee, Member
  • Iron Sommelier, Volunteer Committee Member
INSIGHTS

WATCH: Sentinel Trust – Fed Rate Hike and Inflation – September 2022

In this month’s video update, Sentinel Trust Senior Investment Officer Katherine M. Rose, MBA, CFA is joined by Chief Investment Officer Todd A. Burchett, CFA, FRM, CAIA, to discuss the Fed rate hike and inflation.

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On Watch – September 2022

The latest edition of On Watch is now available for download. This issue features articles on entity optimization, family office services, and income tax opportunities for low-rate family members. Contributors to this issue are Justin L. Baker, MBA, JD, LLM, Katherine Rose, MBA, CFA®, and Brandon D. Harsell, CPA. To receive email alerts about future…

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WATCH: Sentinel Trust – Portfolio Positioning – May 2022

In this month’s video update, Sentinel Trust Senior Investment Officer Katherine M. Rose, MBA, CFA is joined by Chief Investment Officer Todd A. Burchett, CFA, FRM, CAIA, to discuss asset classes and portfolio positioning.

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WATCH: Current Market Risks and Portfolio Positioning – March 2022

In this month’s video update, Sentinel Trust Senior Investment Officer Katherine M. Rose, MBA, CFA is joined by Director of Private Investments Dennis A. Montz, MBA, CFA, CAIA and Chief Investment Officer Todd A. Burchett, CFA, FRM, CAIA, to discuss short and long-term market risks and portfolio positioning in response. Topics also include investment opportunities in energy, cybersecurity, cryptocurrency, and a new impact sleeve in the Sentinel Trust private equity program.

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