Kate is a Fund Accounting manager at Winbridge. Her accounting and operations experience involves all aspects of our fund administration practice with a primary focus on private equity and venture capital funds. Kate works directly with fund sponsors and managers to ensure their funds are operating smoothly from initial fund launch or upon conversion to Winbridge. She is responsible for overseeing daily fund accounting and operations, quarterly fund reporting, investor reporting, and overall client management. Kate has experience establishing and operating blocker entities and co-investment vehicles for her clients. Kate’s fund structure experience includes domestic funds, master-feeder funds, parallel funds, blocker corporations and co-investment vehicles.
Kate received her Bachelor’s in Accounting from Kent State University. During her undergraduate program at Kent State, Kate completed multiple accounting internships in various industries including manufacturing and aerospace. Kate began her career at SS&G before joining Winbridge.