KATRINA F. SHERRERD, Ph.D., CFA
Managing Director
Strategic Planning & Affiliate Relations

Dr. Katrina Sherrerd is responsible for strategic planning and oversight of the firm's network of asset management firm affiliates. Katy will help ensure that the firm's focus remains consistent with its core mission—which is to focus on cutting-edge research and product development, and to then affiliate with other firms to bring these ideas to the investing community.

Throughout her professional career, Katy has been dedicated to advancing innovative thinking, leading edge research, and continuing education for the benefit of the investment professional on a global level. As a Managing Director 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.

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

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

RA Team

  Robert Arnott
  David Hennessy
  Jason Hsu
  Janine Nesbit
  Katrina Sherrerd

  Michael Bowers
  Stephen Brennan
  Doug Gratz
  Daniel Harkins
  Vitali Kalesnik
  Michael Larsen
  Feifei Li
  Shane Shepherd
  Vivek Viswanathan
  John West
  Julia Zhu