Kate Allen

Senior Research Analyst

Kate has worked in the investment industry since graduating summa cum laude from Portland State University with a Bachelor of Science Degree in Business Finance. Following graduation, she completed an internship with Macro Currency Group, a foreign exchange hedge fund boutique in London, UK. Kate joined RVK in 2017 as an Investment Analyst, creating performance reports for defined contribution and defined benefit plans. Kate’s career developed over her four years with RVK as she was promoted in 2019 to Senior Investment Analyst and Team Leader and again in 2020 to Manager Research Analyst. Kate joined NWCM in April 2021 as a Senior Research Analyst. Her primary responsibilities include researching retirement plan investment options, creating manager reports for clients, and conducting ongoing manager due diligence.


 
Direct Line: (503) 597-1643
Email: KateA@NWCM.com