Katherine has over 20 years of experience in investing, financial services, and working for family offices. She founded Private Capital Investments in 2009 after serving in a senior investment capacity for a single-family office. She was formerly CEO of PEX Global, a direct deal, co-investment, and secondaries investment platform for family offices. She is and has been an advisor to several prominent family offices and companies including Nottingham Spirk Family Office, Eden Capital, Simon Group Holdings, and The Guild. Her work history includes investment consulting work with Palladio Alternative Research SA in Switzerland and as a Senior Analyst and a member of the Investment Committee for the Saad Family Office in Geneva.

Katherine received her MBA from the Fordham Graduate School of Business and her BS in Psychology from the University of Maryland. She has held board and committee positions including: Global Co-Chair of the Advisory Board of The Guild, Vice-Chair of ACG’s NYC Family Office Committee, ACG New York Board Member, Family Office Advisory Board Member of TriState Capital Private Bank, Philanthropy and Education Committees of 100 Women in Finance, Fordham Graduate School of Business Overseers Board, ASK (All Special Kids), Lighthouse Organization, and Cancer101.