Kathy Martens, GCB.D, FSA Credential Holder

Kathy Martens is an Executive Director at Calvert Research and Management, a subsidiary of Morgan Stanley Investment Management.1 Here are some key details about her:

Professional Background

• Current Role: Executive Director at Calvert Research and Management (since January 2023)1
• Industry: Financial Services1
• Location: Washington, District of Columbia, United States1

Credentials and Education

• GCB.D (Global Competent Boards Designation)
• FSA Credential Holder
• MBA
• CAIA (Chartered Alternative Investment Analyst)
• Bachelor's degree in Accountancy from Economische Hogeschool Sint-Aloysius, Brussels1
• Master's degree in Finance from NYU Stern School of Business1

Work Experience

• Rockefeller Capital Management: ESG Consultant, Institutional Distribution (May 2020 - July 2021)1
• Voya Investment Management: Senior Vice President - Institutional Client Advisor (April 2011 - 2018)1
• Citigroup Alternative Investments: Various roles including Director of Marketing and Investor Relations (2002 - 2008)1
• Boston Consulting Group (BCG): Financial Controller (February 1996 - August 2000)1

Skills and Expertise

Kathy Martens has expertise in various areas of finance and investment management, including:

• Alternative Investments
• Fixed Income
• Portfolio Management
• Financial Modeling
• Capital Markets
• Derivatives
• Business Development1

Her diverse background in financial services, combined with her credentials in ESG and alternative investments, positions her as a knowledgeable professional in responsible investing and institutional client advisory.