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A former high school math teacher, Katheryn’s professional experience lies
primarily in financial services. While earning her MBA in Finance from UNC
Charlotte, she worked for James M. Myers & Co., a local investment management
firm, as a Registered Assistant and then Portfolio Manager. Katheryn routinely
managed equity transactions valued between $5 million and $15 million,
maintaining over 180 portfolios. As an MBA student, Katheryn served on the
Student Managed Investment Fund, a student-managed account allocated from
the university’s endowment and designed to give students real-world investment
experience. She also co-authored “The Root of Reported Betas,” published in the
Fall 2001 issue of The Journal of Investing.
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