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Caitlin Kiffe, CFA

Meet Caitlin

Caitlin oversees client reporting and Global Investment Performance Standards (GIPS®) Compliance. She also is responsible for addressing operational needs of clients, including facilitating portfolio onboarding and transitioning. In addition, she manages a team responsible for investment performance valuation and monitoring. Prior to joining Strategic, she was a Senior Associate, Team Leader at Cambridge Associates, LLC.

Caitlin holds a B.S. in Finance from Virginia Polytechnic Institute and State University. She is a CFA charterholder and a member of the CFA Society of Washington, D.C.

GIPS® is a registered trademark of CFA Institute.