Portfolio Management

Katherine Lavin

Managing Director
& Portfolio Manager

Kate Lavin is a Managing Director at Hall Capital Partners LLC and a member of the firm’s Portfolio Management practice in New York. She is responsible for developing investment strategy and constructing, monitoring, and rebalancing client investment portfolios. Ms. Lavin also serves on the firm’s Investment Review Committee.

Prior to joining the firm in 2010, Ms. Lavin was a Vice President in the Private Equity group at Fortress Investment Group, where she focused primarily on transportation and infrastructure investments. Previously, Ms. Lavin was a Senior Analyst in Investment Banking at Morgan Stanley in San Francisco. She started her career as an Analyst in Morgan Stanley’s Public Finance Department in New York.

Volunteer work:

Sacred Heart Greenwich, Board of Trustees and Investment Committee (Chair)

Education:

Harvard Business School, M.B.A.

Princeton University, A.B. in Political Economy

What attracted you to HCP?

The Portfolio Manager role and the culture of the firm. I admire how Hall Capital Partners remains committed to its core investment philosophy and client-centric business model while also striving to innovate and evolve.

Katerine Lavin

Kate Lavin is a Managing Director at Hall Capital Partners LLC and a member of the firm’s Portfolio Management practice in New York. She is responsible for developing investment strategy and constructing, monitoring, and rebalancing client investment portfolios. Ms. Lavin also serves on the firm’s Investment Review Committee.

Prior to joining the firm in 2010, Ms. Lavin was a Vice President in the Private Equity group at Fortress Investment Group, where she focused primarily on transportation and infrastructure investments. Previously, Ms. Lavin was a Senior Analyst in Investment Banking at Morgan Stanley in San Francisco. She started her career as an Analyst in Morgan Stanley’s Public Finance Department in New York.

Volunteer work:

Sacred Heart Greenwich, Board of Trustees and Investment Committee (Chair)

Education:

Harvard Business School, M.B.A.

Princeton University, A.B. in Political Economy

What attracted you to HCP?

The Portfolio Manager role and the culture of the firm. I admire how Hall Capital Partners remains committed to its core investment philosophy and client-centric business model while also striving to innovate and evolve.