On October 22, 2025, the Student Managed Investment Fund had the pleasure of welcoming alumna Katrina Schmaltz for a lunch event followed by an engaging presentation. Katrina has over a decade of experience building multi-asset portfolios across public and private markets. As a senior member of Nuveen’s Portfolio Strategy and Solutions team, she develops and delivers custom analytics, thought leadership and portfolio construction views to investment advisors and their clients.
Prior to joining Nuveen, Katrina was a Portfolio Strategist at BlackRock working with wirehouse advisors in major metropolitan areas. She also worked in BlackRock’s separately managed account business, building customized investment solutions for high net worth individuals. Katrina started her career at Deloitte. She holds the Chartered Financial Analyst® & CPA designations and is a member of CFA Society of New York.
During Katrina’s visit, students gained valuable knowledge about macroeconomic outlooks, leveraging alumni connections, the impact of artificial intelligence on young professionals, and strategies for establishing yourself within the workplace.
The class thanks Katrina for taking the time to share about her experiences and offer crucial insights about the finance industry.
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