Overview

At Sentinel Trust, Katherine is responsible for identifying and developing business prospects and strategic partners.

Katherine joined Sentinel Trust after almost a decade of experience in wealth management and business development.

Katherine 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, McCombs School of Business: MBA (2012)

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

Certifications

Chartered Financial Analyst (2018)

IN THE COMMUNITY

Community Involvement:

  • Friendship Smile, Founder and President
INSIGHTS

WATCH: Inflation – November 2021

Senior Investment Officer Katherine M. Rose, MBA, CFA, is joined by Chief Investment Officer Todd A. Burchett, CFA, FRM, CAIA in a discussion on persistent inflation and possible hedges against its effects in this month’s video update.

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WATCH: All About Family Foundations – October 2021

Senior Investment Officer Katherine M. Rose, MBA, CFA is joined by Senior Relationship Officer David L. Zahn, CPA, CFP® in discussing private family foundations in this month’s video update.

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WATCH: ESG Investing and Your Portfolio – September 2021

Sentinel Trust’s Chief Investment Officer, Todd A. Burchett, is joined by Senior Investment Officer Katherine M. Rose, MBA, CFA, in discussing ESG investing and returns in this month’s video update.

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On Watch – February 2021

The latest edition of On Watch is now available for download. This issue features articles about identifying and thwarting emerging cyber threats, rules of thumb for maintaining tax records, and current wealth transfer planning opportunities for the next generation. Contributors to this issue are Richard A. LaFont, CPA; Katherine M. Rose, MBA, CFA; and Ross…

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