Katia Frock

Katia provides a broad range of investment advisory and consulting services for clients primarily located in the East. These services include developing portfolio strategies, modeling cash flows, reviewing portfolio performance and updating investment policies.

Working with the firm’s local government investment pools, Katia leads teams that translate board initiatives into streamlined experiences that benefit all pool investors. She is directly responsible for various Board of Trustees relationships and overall client activities.

Katia is an active member within U.S. Bank’s Business Resource Group community.