Katrina Wilson
InvestorPrincipal, Private Wealth Solutions at Dawson Partners
New York, New York, United States
Find your path to Katrina
650 people in our graph share verified history with Katrina — schools, employers, funds. One of them is your warm intro.
Peter SaperstoneunlockedKatrina: together at Fidelity Investments (2014–2019)
×2Katrina: together at Brookfield Asset Management
×3Katrina: together at Scotia Asset Management L.P>
×6Katrina: together at Fidelity Investments
Experience
- Dawson PartnersPrincipalcurrent2026 — presentToronto, ON
- OnexPrincipal2024 — 2026
- Brookfield Asset ManagementVP, Client Relationship Management - Brookfield Oaktree Wealth Solutions2021 — 2024Toronto, Ontario, Canada
- Fidelity CanadaStrategist2019 — 2021Toronto, Canada Area
- Echelon Wealth PartnersVice President Institutional Equity Sales2019Toronto, Canada Area
- Fidelity InvestmentsDistrict Vice President2014 — 2019Toronto, Canada Area
- MarkitAssistant Vice President, Sales2013 — 2014Greater New York City Area
- Scotia Asset Management L.P>Product Analyst2010 — 2013
- Scotia Asset Management L.P>MF Portfolio Administrator2010
- Scotia CasselsBusiness Analyst, Co op2009
- Scotia CasselsBusiness Analyst, Co op2008
Skills & more
Investments17Mutual Funds20Equities14Portfolio Management19Fixed Income7Financial Analysis4Asset Management4Business Analysis4Capital Markets2Financial Services5Financial Modeling5Securities3
+2 more
BankingBloomberg- 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
Also attended Dalhousie University104
Graham CareyInvestment Director - Advanced Materials at Emerald Technology Ventures AgSarah ApplebaumPartner at Pangaea Ventures Us Inc.Claire FauquierVenture Partner at Brightspark VenturesLeah MorrisExecutive Director, Encode: AI for Science at Pillar VCPaige MartinManager, Portfolio Monitoring and Valuation at White Star CapitalAmy RaePartner at Vanedge Capital
+ 98 more
Shared employers
Also worked at Onex26
Michael AndersonPartner at Mainsail PartnersRina AtienzaOperations Manager at Radical VenturesKatelyn ElderSenior Director of Finance at Radical VenturesBrahm KlarManaging Partner at Round13 CapitalIrfhan RawjiManaging Partner at Relay VenturesAnthony Ahwai-ChangAnalyst at Teachers' Venture Growth
+ 20 more
Also worked at Brookfield Asset Management59
Miles LittlefieldDirector of Investor Relations at Cortado VenturesNell BrennanDirector of Finance at Valia VenturesDeanna GrunfeldVice President at Key1 CapitalScott CutlerInvestor at EPIC VENTURESJarred Morales-MckinzieHead of Finance & Operations at Gradient VenturesRon BloomGeneral Partner at Commonweal Ventures
+ 53 more
