Katrina Smith / Director of Client Services & Operations
Katrina leads the Client Services & Operations team with over 13 years of experience in financial services. Prior to joining Private Wealth Partners, she worked in New York where she performed various positions ranging from equity trading to client services.
Katrina holds a B.A. from the University of Arizona where she was also a member of the women’s cross country team.
Katrina loves all things Arizona Wildcats and traveling. She lives in Marin County with her husband, Marc, and their family.
