Katelyn Derr

Katelyn Derr, MBA, is an experienced investment specialist currently at Hartford Funds since November 2019, previously serving as a senior internal advisor consultant. Prior to this, Katelyn worked at HOEY INVESTMENTS, INC. from July 2013 to June 2019, progressing through roles such as associate advisor, relationship manager, and client service associate. Katelyn has a strong background in maintaining high-net-worth client relationships, providing strategic financial solutions, conducting market research, and overseeing trading operations. Katelyn holds an MBA in Finance from Penn State University and a Bachelor of Science in Business Administration with a focus on International Business from Liberty University.