Client Services Director
Katy Marchant
As Head of Investment Operations, Katy leads the team administering client portfolios and open-ended funds, while serving on key committees and holding a CISI Level 3 qualification.
Katy joined Mattioli Woods in 2012 and has held a variety of roles during this time. She is currently the Head of Investment Operations and her team is responsible for the administering of individual client portfolios, as well as our range of open-ended funds. Katy also sits on the Operational Committee and Asset Management Committee.
Katy holds the CISI Level 3 Investment Operations Certificate.
Outside of work, Katy enjoys keeping fit at the gym and spending time with her young family.
