Katrina Wolfe

Katrina is the Director of Back Office Operations at Kovitz. In this role, she oversees all back-office operational support functions, including portfolio accounting reconciliation, client and composite performance reporting, and client billing.

Prior to joining Kovitz in 2024, Katrina was the Head of Operations at Advisory Research Investment Management. As the Head of Operations, she was responsible for operational strategy and oversaw the back and middle office functions. Katrina was also a member of the firm’s Compliance Risk Assessment and Information Risk Management groups. She brings to Kovitz 18 years of industry experience and her passion for operational efficiency and risk management. Katrina received her Bachelor of Science degree in Business Management.