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Kate Holzer

Kate Holzer

Analyst, Investments

Kate is a member of the investment team, focusing on the analysis and due diligence for prospective investments.

  • Location

    New York

  • Year Joined


  • Prior Experience

    Raymond James

  • Education & Accreditations

    Southern Methodist University, B.S. in Economics with Financial Applications

  • Q&A

    Giving back to others has always been a priority of mine. I have fundraised for various organizations including Habitat for Humanity, Court Appointed Special Advocates, and the American Cancer Society. The highlight of my philanthropy journey has to be when I spent five weeks, fully unplugged, in Vietnam, teaching children English and building schoolyards.