Katie supports fundraising and investor relations activities for Comvest’s debt and equity strategies. Prior to joining Comvest, Katie spent seven years at GenSpring Family Offices, an affiliate of SunTrust Banks.
Katie received a B.S. in Business Administration, with a major in Finance, from the University of Florida, where she graduated cum laude. She holds the Chartered Financial Analyst (CFA) designation.
*Employees of Operating Advisors Group, L.L.C. (“OAG”), a consulting firm owned by its employees and engaged to work on matters for Comvest. For further information, please refer to Part 2A of the Comvest Advisors, LLC Form ADV, available on the Investment Adviser Public Disclosure website.
*Executive Partners may have business or investment activities unrelated to Comvest. For further information regarding the relationship between Comvest Partners and Executive Partners, please refer to Part 2A of the Comvest Advisors, LLC Form ADV, available on the Investment Adviser Public Disclosure website.