Katrina Scott, CFA
Designations and Licenses
Katrina is a Chartered Financial Analyst.
Experience and Education
Katrina is part of the executive leadership team overseeing all aspects of investments across the firm. Her responsibilities include leading our investment committee and private investment committee. She is also a member of our risk committee.
Since joining the firm in 2007, Katrina has had a wide range of responsibilities throughout the organization, including serving on the investment and asset allocation committees and managing fixed income portfolios for high-net-worth clients. Before moving into a leadership role, she co-managed a tactical ETF portfolio. Katrina has 17 years of experience in the investment industry.
Prior to joining Mariner Wealth Advisors, she was an analyst for a hedge fund in Manhattan, Kan.
She holds a bachelor’s degree in business administration with an emphasis in finance from Kansas State University.
Katrina was named as a Woman to Watch by Investment News in 2019.
Katrina oversees charitable giving for Mariner Wealth Advisors, including service as president of the Mariner Foundation. She is on the board of City Year KC and on the advisory council for GreenLight Fund Kansas City. She also volunteers with KC Scholars. In her spare time, Katrina is an avid runner and has participated in various racing events, including the Boston Marathon. She also does fundraising for organizations such as HALO and Shatterproof.
Katrina was named as a Woman to Watch by Investment News in 2019. The 2019 award honored 22 female financial advisors and industry executives who are willing to share their expertise with others in the business, especially other women, and to give back to their communities. The 2019 Women to Watch list was chosen by an Investment News selection committee out of hundreds of nominations. The award is not indicative of future performance and there is no guarantee of future investment success. Registration of an investment advisor does not imply a certain level of training or skill. For more information, visit https://womentowatchaward.com/.