Katie is a Principal and is focused on Comvest Partners’ investor relations and client servicing efforts across the Firm’s investment strategies.
Prior to joining Comvest, Katie was a Senior Vice President at Crescent Capital, where she was responsible for managing the Investor Relations Client Services team. Before that, she was a Vice President and a senior member of the Alternative Investment Client Services team at Goldman Sachs. Katie began her career in the Private Client Advisors group at Deloitte.
Katie received an M.B.A. from the University of Chicago Booth School of Business and a Master of Science in Accountancy as well as a B.B.A. in Accountancy from the University of Notre Dame, where she graduated magna cum laude. She is also a registered Certified Public Accountant in Illinois.
*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.
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