Katrina Sherrerd

Katrina Sherrerd, PhD, CFA biography picture

Katrina Sherrerd, PhD, CFA

Partner, Vice Chairman

Katrina F. Sherrerd serves as an advisor to the firm and is a member of the Executive Committee of the board of Research Affiliates. Katy joined Research Affiliates in 2006 as a managing director responsible for strategic planning and affiliate relations, and served as the CEO, president, and COO before becoming the vice chair.

Throughout her professional career, Katy has worked to further inventive and groundbreaking investment research and to encourage the continuing education of investment professionals around the world. Prior to joining Research Affiliates, she spent 19 years in various roles at CFA Institute, the largest global association of investment professionals. As part of the CFA Institute leadership team, she led the research and education effort, including oversight of the Financial Analysts Journal, and spearheaded strategic planning. She was also the executive director and member of the board of trustees of the CFA Institute Research Foundation. In 2020 and 2021, Katy was named by Barron's as one of the 100 Most Influential Women in US Finance.

Katy currently serves on the boards of Rayliant Global Advisors and the Institute for Quantitative Research in Finance as well as on the Women Investing in Security & Education (WISE) Tearing Down the Pink Wall Advisory Board. Katy is also a member of the Advisory Council for the Financial Analysts Journal.

Katy received her BS in finance from the University of Virginia’s McIntire School, an MS from the Massachusetts Institute of Technology, and a PhD in finance from the Darden School at the University of Virginia. She holds the Chartered Financial Analyst® designation and is a member of CFA Institute.

Webinar Popup

Cookies Disclaimer

The content provided on this website is informational, subject to change and is not investment advice or any offer or solicitation for the purchase or sale of investments.  Any use of this content is subject to and evidence of the user’s acceptance of all important legal disclosures, disclaimers, terms of use and provisions found at https://www.researchaffiliates.com/en_us/legal/privacy-policy, including the user’s complete release of liability for any use of the content, which may contain inaccuracies. 

This site uses cookies on our website to distinguish you from other users of our website.  Our objective is to optimize your experience when you browse our website and to continually improve our site.  Consenting to the use of these conditions is not a condition of using the website, however, if you do not consent, you will be redirected to a static website with limited information.  Please select “Accept” if you consent to our use of cookies, pursuant to our Cookies Policy, during your visit to our website.  Otherwise, please select “Decline” if you do not consent to our use of cookies during your visit to our website.  A copy of our Cookies Policy can be found at https://www.researchaffiliates.com/en_us/legal/privacy-policy.