Alison Katz, Cfa
About Alison Katz, Cfa
Alison Katz is an Income Product Manager at Eaton Vance, where she has worked since 2017. She has a diverse background in finance, with previous roles at State Street Global Advisors and Sun Life Financial, and holds degrees from the University of Guelph and Brandeis University.
Current Role at Eaton Vance
Alison Katz serves as the Income Product Manager at Eaton Vance, a position she has held since 2017. In this role, she is responsible for managing income-focused investment products. Her work involves analyzing market trends and developing strategies to enhance product performance. Katz's experience in the financial sector contributes to her effectiveness in this position.
Previous Experience in Financial Services
Prior to her current role, Katz held various positions in the financial services industry. She worked at State Street Global Advisors as a Business Development Analyst and RFP Analyst from 2013 to 2014. She also served as a Portfolio Specialist in Fixed Income at State Street from 2014 to 2016, and as a Portfolio Analyst for a brief period in 2014. Additionally, she worked as an Investment Analyst in US Portfolio Management at Sun Life Financial from 2016 to 2017.
Education and Qualifications
Alison Katz obtained her Bachelor of Arts degree from the University of Guelph. She furthered her education by earning a Master of Science degree from Brandeis University, which she completed in 2012. Her academic background provides a solid foundation for her career in finance, particularly in investment management.
Early Career at The Co-operators
Katz began her career at The Co-operators, where she worked as a Portfolio Accountant from 2000 to 2005. During her five years in Guelph, Ontario, she gained valuable experience in portfolio management and accounting, which laid the groundwork for her future roles in the financial industry.