Caitlin Kiffe, CFA

Meet Caitlin

Caitlin directs the development, implementation, and ongoing management of client-focused investment solutions leveraging the full resources of the firm.  Additionally, Caitlin oversees Global Investment Performance Standards (GIPS®) compliance. Prior to this role, she oversaw client reporting and was responsible for addressing operational needs of clients, including facilitating portfolio onboarding and transitioning. In addition, she managed a team responsible for performance valuation and monitoring.​

​Prior to joining Strategic, Caitlin was a Senior Associate, Team Leader at Cambridge Associates, LLC.​

​Caitlin holds a B.S. in Finance from Virginia Polytechnic Institute and State University. She is a CFA charterholder and a member of the CFA Society of Washington, D.C.​

GIPS^® is a registered trademark of CFA Institute.