Senior Registered Client Service Advocate, Planning Lead
Polina joined the team in 2021 bringing with her 13 years of experience in the financial services industry. Prior to joining Katterhenry Investment Group, she worked for another local wealth management firm assisting clients by analyzing complex financial situations while providing solutions aimed at reaching their financial goals. Working primarily out of our Dublin office, she manages relationships for some of our most complex clients and situations. In addition, she uses her analytical skills and deep knowledge of investment planning concepts to collaborate with our Financial Advisors and Client Service Advocates to prepare annual portfolio review documents.
Polina graduated from the University of Pittsburgh with a Bachelor’s of Science in Business Administration with concentrations in Finance and International Business. She also holds her FINRA Series 6, 7, 63, and 65 securities registrations as well as life insurance licenses.
Polina is a Pittsburgh native but currently lives in Powell with her husband, Michael, and their two young children, Gabe and Karina. They enjoy traveling, cooking, supporting local breweries, and playing with the kids outside.