Katelyn brings more than 8 years of financial industry experience to Forum. As Senior Associate – Fund Operations, she is responsible for ensuring the efficient and effective operation of the firm’s fund offerings, including third-party vendor management and regulatory compliance.
Prior to joining Forum, Katelyn was Account Manager and Client Success Consultant at Institutional Shareholder Services where she oversaw operational support for clients, including contract renewal analysis, research and benchmarking studies. Before that, Katelyn held various operational and fund administration roles at Standish Management and SRS Acquiom.
Katelyn holds a Bachelor of Arts degree in Advertising from University of Oklahoma. Outside of work, Katelyn enjoys spending time outdoors with her husband and their German Shepherd, Omar.