Kathryn Montgomery

Research Analyst at Western Asset

Kathryn Montgomery, CFA has a diverse work experience in the financial industry. Kathryn started their career in 2007 at Mader & Shannon Wealth Management as a Research Assistant. In 2007, they also worked at Horizon Cash Management as an Operations Associate. Kathryn later transitioned to the role of Credit Analyst at Horizon Cash Management from February 2009 to July 2011. Kathryn then joined Western Asset Management as a Research Analyst in July 2011. After two years, they moved to TD Asset Management USA as an Associate, Corporate Credit in August 2013. Kathryn returned to Western Asset Management in March 2014 as a Research Analyst.

Kathryn Montgomery, CFA completed their education at the University of Missouri-Kansas City. Kathryn earned a Bachelor of Business Administration (B.B.A.) degree in an unspecified field of study in 2005. Later, they pursued a Master of Business Administration (M.B.A.) degree with an emphasis in Finance, which they completed in 2007. Additionally, Kathryn obtained the Chartered Financial Analyst (CFA) certification, but the specific details regarding the institution and year of completion are not provided.

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Timeline

  • Research Analyst

    March, 2014 - present

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