Managing Director
Current
Jan 2023 - Present
AeroLeads people directory · profile
Katherine Rose, Cfa, Ctfa Email & Phone Number
Managing Director at Sentinel Trust Company, LBA
at
Sentinel Trust Company, LBA
1 work email found
@sentineltrust.com
1 phone found area 214
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Managing Director at Sentinel Trust Company, LBA
Location
Houston, Texas, United States
Who is Katherine Rose, Cfa, Ctfa? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Katherine Rose, Cfa, Ctfa is listed as Managing Director at Sentinel Trust Company, LBA at Sentinel Trust Company, LBA, based in Houston, Texas, United States. AeroLeads shows a work email signal at sentineltrust.com, phone signal with area code 214, and a matched LinkedIn profile for Katherine Rose, Cfa, Ctfa.
Katherine Rose, Cfa, Ctfa previously worked as Managing Director at Sentinel Trust Company, Lba and Senior Vice President and Senior Investment Officer at Sentinel Trust Company, Lba. Katherine Rose, Cfa, Ctfa holds Bachelor Of Business Administration (Bba), International Business from The University Of Texas At Austin.
Company email context
Email format at Sentinel Trust Company, LBA
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*@sentineltrust.com
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AeroLeads found 1 current-domain work email signal for Katherine Rose, Cfa, Ctfa. Compare company email patterns before reaching out.
Profile bio
About Katherine Rose, Cfa, Ctfa
Katherine Rose, Cfa, Ctfa is a Managing Director at Sentinel Trust Company, LBA at Sentinel Trust Company, LBA. She possess expertise in financial modeling, strategic planning, financial analysis, management consulting, business strategy and 14 more skills.
Listed skills include Financial Modeling, Strategic Planning, Financial Analysis, Management Consulting, and 15 others.
Current workplace
Katherine Rose, Cfa, Ctfa's current company
Company context helps verify the profile and gives searchers a useful next step.
11 roles
Katherine Rose, Cfa, Ctfa work experience
A career timeline built from the work history available for this profile.
Senior Vice President And Senior Investment Officer
May 2022 - Dec 2022
Senior Investment Officer, Vice President
Jul 2020 - May 2022
Vice President
Katherine is Senior Vice President and Senior Investment Officer at Sentinel Trust Company, LBA, a family-owned, $5.5 billion, multi-family office that focuses on the unique needs of affluent families and their closely-held companies and foundations. Sentinel Trust manages investments, serves as a corporate trustee, evaluates tax and estate strategy, and supports clients' everyday activities with a personal touch.
May 2019 - Jul 2020
Founder And President
CurrentFriendship Smile is a Houston based charity dedicated to fostering positive environments and opportunities for the social development of children born with cleft lip and palate.
Nov 2018 - Present
Vice President
Autumn Lane Advisors (ALA) is multi-family investment office offering investment consulting and private partnership opportunities.www.autumnlanellc.com
Jan 2016 - Apr 2019
Business Development
Riveron is a boutique financial consulting firm serving middle-market private equity funds, mezzanine and senior lenders, family offices, and public and private companies. Our mission is to help clients maximize the value of both strategic and financial transactions throughout the business transaction life cycle—from acquisition through integration, operations, and divestiture.
Sep 2014 - Dec 2015
Private Wealth Manager
Member of a seven-person team that managed money for a select group of wealthy families, individuals and institutions (foundations and endowments). Conducted risk management, strategic planning and wealth preservation analysis.
Jul 2012 - Jul 2014
Mba Student At The Mccombs School Of Business
May 2010 - May 2012
Risk Manager
Mba Investment Fund, Llc
One of fifteen students selected through a formal application and interview process to actively manage both a large cap growth and a large cap value portfolio. Appointed by advisors to serve as the Portfolio Manager for the Consumer Sector; responsible for determining investment and risk management strategies
Nov 2010 - Mar 2012
Energy And Industrials Research Manager
Research Energy and IndustrialsExecuted energy research requests for approximately 200 financial analysts. Nominated for the Research Excellence Award by regional Vice President. Chaired a team of six individuals responsible for creating a framework for organizing experts according to global distribution channels. Created the financial statements curriculum for the Associate Professional Development Program
Jun 2007 - May 2010
2 education records
Katherine Rose, Cfa, Ctfa education
Bachelor Of Business Administration (Bba), International Business
The University Of Texas At Austin
Master Of Business Administration (Mba), Finance
The University Of Texas At Austin
FAQ
Frequently asked questions about Katherine Rose, Cfa, Ctfa
Quick answers generated from the profile data available on this page.
What company does Katherine Rose, Cfa, Ctfa work for?
Katherine Rose, Cfa, Ctfa works for Sentinel Trust Company, LBA.
What is Katherine Rose, Cfa, Ctfa's role at Sentinel Trust Company, LBA?
Katherine Rose, Cfa, Ctfa is listed as Managing Director at Sentinel Trust Company, LBA at Sentinel Trust Company, LBA.
What is Katherine Rose, Cfa, Ctfa's email address?
AeroLeads has found 1 work email signal at @sentineltrust.com for Katherine Rose, Cfa, Ctfa at Sentinel Trust Company, LBA.
What is Katherine Rose, Cfa, Ctfa's phone number?
AeroLeads has found 1 phone signal(s) with area code 214 for Katherine Rose, Cfa, Ctfa at Sentinel Trust Company, LBA.
Where is Katherine Rose, Cfa, Ctfa based?
Katherine Rose, Cfa, Ctfa is based in Houston, Texas, United States while working with Sentinel Trust Company, LBA.
What companies has Katherine Rose, Cfa, Ctfa worked for?
Katherine Rose, Cfa, Ctfa has worked for Sentinel Trust Company, Lba, Friendship Smile, Autumn Lane Advisors, Riveron Consulting, and Goldman Sachs.
How can I contact Katherine Rose, Cfa, Ctfa?
You can use AeroLeads to view verified contact signals for Katherine Rose, Cfa, Ctfa at Sentinel Trust Company, LBA, including work email, phone, and LinkedIn data when available.
What schools did Katherine Rose, Cfa, Ctfa attend?
Katherine Rose, Cfa, Ctfa holds Bachelor Of Business Administration (Bba), International Business from The University Of Texas At Austin.
What skills is Katherine Rose, Cfa, Ctfa known for?
Katherine Rose, Cfa, Ctfa is listed with skills including Financial Modeling, Strategic Planning, Financial Analysis, Management Consulting, Business Strategy, Management, Portfolio Management, and Data Analysis.
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