Although she may be shy, Kathryn is determined to provide excellent client service. Her attention to detail, commitment to solving problems, and responsive nature help create long lasting relationships with clients and service providers.
Kathryn started her public accounting career at Cohen & Company in 2015 and has focused entirely on providing audit and consulting services to entities in the financial services and investment industries — including mutual funds, exchange-traded funds, private funds and investment advisers. Kathryn works with a variety of clients with a range of investment objectives, including equity, fixed income, international and alternative strategies. She also is involved in the firm’s Global Investment Performance Standards (GIPS®) verification and performance examination practice.
- Helps maintain the firm’s investment industry client data throughout its lifecycle to meet compliance and other firm requirements, including PCAOB reporting
- Ohio Society of CPAs
- American Institute of CPAs
Kathryn enjoys spending time with her family and friends. She likes to play board games and enjoys hosting game nights at her house. Kathryn and her husband live in North Ridgeville, Ohio, with their five cats.