Portfolio Advisors
Katy Jacobson is currently a Senior Associate at Portfolio Advisors, starting in June 2021. Previously, Katy worked at Glenview Capital from November 2009 to March 2021, where Katy held various roles including Senior Investor Services Associate, Investor Services Associate, Investor Relations & Marketing Assistant, and Administrative Receptionist. Before that, Katy was an Assistant Account Executive at Pierson & Smith, Inc. from June 2005 to November 2009. Additionally, Katy has experience as an Editorial Intern at Cottages & Gardens Publications, a Marketing Intern at ArtsQuest, and as an Assistant News Editor at Lehigh University's Brown & White Newspaper. Katy holds a BA in Journalism from Lehigh University, with a study abroad program at UNSW in 2007.
Portfolio Advisors
Portfolio Advisors is a global private asset manager specializing in the U.S. middle market. We provide tailored private equity, private credit and private real estate investment solutions through a variety of customized programs, including direct, secondary and primary investments, and junior and senior credit. Since our founding in 1994, Portfolio Advisors has served as an active partner to the middle-market community, leading to superior access and value creation for clients and sponsors alike. In 2023, Portfolio Advisors combined with FS Investments, a pioneer in the democratization of alternative assets. Together, we manage over $75 billion in assets and offer a broad suite of alternative strategies to both institutional and individual investors. The combined company has more than 500 employees across offices in the U.S., Europe and Asia, with headquarters in Philadelphia and Darien, CT.