Dartmouth College, Harvard Business School


  • 25+ years of experience in the international investment industry
  • Head of investment strategy and research and core member of the Investment Committee at MV Financial
  • CFA® charterholder and a member of the CFA Institute


Katrina Lamb, CFA, is the head of investment strategy and research for MV Financial in Washington D.C. Before joining MV Financial, she worked as an investment director at EPIC Goldscheider & Wurmboeck GmbH in Vienna, Austria. Her areas of expertise include investment analysis and the application of capital markets research and product development to targeted, risk-adjusted financial objectives. With EPIC, she directed a portfolio of privately-held equity investments in Central and Eastern Europe, as well as the Soviet Union. 

Katrina has contributed her insights and analysis to several distinguished publications, such as The Wall Street Journal, Bloomberg, and Reuters. Her years of working in international settings have provided her with a first-hand understanding of the nuances and intricacies of global capital markets. She focuses a great deal of her research and analysis on the opportunities provided by a changing world.


Katrina earned an honors Liberal Arts bachelor's degree from Dartmouth College and an MBA in business management from Harvard Business School.