Sponsor Speakers
Katrina Schmaltz, CFA, CPA
Managing Director, Portfolio Strategist
Nuveen
Katrina has over a decade of experience building multi-asset portfolios across public and private markets. As a senior member of Nuveen’s Portfolio Strategy and Solutions team, she develops and delivers custom analytics, thought leadership and portfolio construction views to investment advisors and their clients.
Prior to joining Nuveen, Katrina was a Portfolio Strategist at BlackRock working with wirehouse advisors in major metropolitan areas. She also worked in BlackRock’s separately managed account business, building customized investment solutions for high net worth individuals. Katrina started her career at Deloitte.
Katrina graduated with a B.S. from Bucknell University. She holds the CFA & CPA designations and is a member of CFA Society of New York.