Our Team

Katrina SherrerdPh.D.; CFA

President and Chief Operating Officer

Research Affiliates President and Chief Operating Officer 620 Newport Center Dr, Ste 900 Newport Beach CA USA

Katrina Sherrerd is responsible for the firm’s day-to-day operations and business development, including distribution, administration, operations, and brand management. In addition to her operational responsibilities, Katy helps to ensure that the firm's focus remains consistent with its core mission—to carry out cutting-edge research and product development and then affiliate with other firms to bring these ideas to investors.

Throughout her professional career, Katy has been dedicated to advancing innovative thinking, leading-edge research, and continuing education for the benefit of investment professionals around the world. At CFA Institute, she led the research and education effort, including oversight of the Financial Analysts Journal. Katy also served as executive director and member of the board of trustees of the Research Foundation of CFA Institute and led the strategic planning effort for CFA Institute and the Research Foundation.

Katy currently serves on the board of the Institute for Quantitative Research in Finance. Prior to joining Research Affiliates, she was vice chair of the Investment Advisory Committee for the Virginia Retirement System. She was also a visiting professor at the Darden School at the University of Virginia and a lecturer at the McIntire School of Commerce at the University of Virginia. She is a member of CFA Institute and the CFA Society of Orange County.

Katy received her BS in finance from the University of Virginia’s McIntire School, an MS from the Massachusetts Institute of Technology, and a Ph.D. in finance from the Darden School at the University of Virginia.