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Katrina Wilson

Investor

Principal, Private Wealth Solutions at Dawson Partners

New York, New York, United States

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You →Andrew · together at Dawson Partners →Katrina

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You →Jamie · 11 people · together at Dawson Partners →Katrina

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Experience

  1. Dawson PartnersPrincipalcurrent2026 — presentToronto, ON
  2. OnexPrincipal2024 — 2026
  3. Brookfield Asset ManagementVP, Client Relationship Management - Brookfield Oaktree Wealth Solutions2021 — 2024Toronto, Ontario, Canada
  4. Fidelity CanadaStrategist2019 — 2021Toronto, Canada Area
  5. Echelon Wealth PartnersVice President Institutional Equity Sales2019Toronto, Canada Area
  6. Fidelity InvestmentsDistrict Vice President2014 — 2019Toronto, Canada Area
  7. MarkitAssistant Vice President, Sales2013 — 2014Greater New York City Area
  8. Scotia Asset Management L.P>Product Analyst2010 — 2013
  9. Scotia Asset Management L.P>MF Portfolio Administrator2010
  10. Scotia CasselsBusiness Analyst, Co op2009
  11. Scotia CasselsBusiness Analyst, Co op2008

Skills & more

Investments17Mutual Funds20Equities14Portfolio Management19Fixed Income7Financial Analysis4Asset Management4Business Analysis4Capital Markets2Financial Services5Financial Modeling5Securities3
+2 moreBankingBloomberg
  • CFA Institute Charterholder — CFA Institute
  • CFA Charterholder (CFA) — CFA Institute
  • Canadian Securities Certificate — CSI

From Katrina's professional profile.

Colleagues at Dawson Partners

Alex Castaldi
Principal, Asset Management at Dawson Partners
Alex Hong
Principal, Asset Management at Dawson Partners
Alexandra Stawecka-Lacina
Vice President, Treasury at Dawson Partners
Amanda Robinson
Vice President, Head of Communications and Chief of Staff at Dawson Partners
Andrew Brown
Director, Investment Finance at Dawson Partners
Andrew Chan
Vice President, Legal at Dawson Partners
Andrew Gillespie
Senior Principal, Capital Management at Dawson Partners
Andrew Howard
Senior Principal, Portfolio Management at Dawson Partners

Frequently asked questions

Who is Katrina Wilson?
Principal, Private Wealth Solutions at Dawson Partners
Where does Katrina Wilson work?
Katrina Wilson is Principal, Private Wealth Solutions at Dawson Partners.
Where did Katrina Wilson go to school?
Katrina Wilson studied at Dalhousie University (Bachelor of Commerce, Co op, Finance); Oakville Trafalgar High School.

Same school

Shared employers