Client Advisory


Katrin is a Principal in the Los Angeles office. A specialist in tax-exempt municipal bonds, she brings more than 30 years of fixed income experience in both the corporate and financial services industries.

Prior to joining Cerity Partners, Katrin served as a Managing Director, Portfolio Manager, and Principal at Covington Capital Management. There she helped Covington clients navigate the fixed income markets. Before joining Covington in 2012, she spent 17 years with Charles Schwab as a senior fixed income relationship manager. Previously, she worked at Credit Lyonnais in New York and San Francisco.

Katrin is passionate about spending time with her family, traveling, wine tasting, and gardening.


  • B.A. in Management from Golden Gate University in San Francisco
  • New York Institute of Finance


  • Board Member for Women in Public Finance, Los Angeles chapter
  • Board Member for the Hillside Organization of Pasadena
  • Member of the Christ Child Society of Pasadena

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