Parametric
Kari Cats is an experienced financial professional currently serving as a Senior Client Service Associate at Parametric since December 2017, where responsibilities include managing the setup and ongoing maintenance of over 2,500 accounts totaling over $4 billion in assets. Prior to this role, Kari held positions at UBS as a Client Service Associate and at Key Private Bank as a Portfolio Management Associate. Early career experience includes roles as a Portfolio Administrator at Pacific Portfolio Consulting, a Brokers Assistant at National Securities, and a Product Development Associate at Conjungi Corporation. Additionally, Kari worked as an Interior Designer at Kreiss Collection, a Sales Consultant at Optemier, Inc., and was a Sea Gal Cheerleader for the Seattle Seahawks. Kari also served as Vice President at Fire Protection.
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Parametric
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Parametric partners with advisors, institutions, and consultants to build portfolios focused on what’s important to them and their clients. A leader in custom solutions for more than 30 years, we help investors access efficient market exposures, solve implementation challenges, and design multi-asset portfolios that respond to their evolving needs. We also offer alternative strategies to complement clients’ core holdings.