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Kathryn Jaitly, CFA, CPA
Kathryn Jaitly, CFA, CPA
Vice President, Product Management

Kay Jaitly is responsible for content editing Research Affiliates’ publications, managing Research Affiliates’ conferences, and contributing to the content and strategy of the firm’s marketing outreach.

Prior to joining Research Affiliates, Kay held several positions in publications and continuing education at CFA Institute, including Head of Professional Development and Special Projects.  She has been tax manager of a family office and worked as a fixed-income portfolio manager in New York City, Switzerland, and Los Angeles.

Kay earned a BS in finance and accounting, MBA, and Master of Taxation from the University of South Carolina. She holds the Chartered Financial Analyst® designation and is a member of CFA Institute and CFA Society NC. She is also a certified public accountant.