Kateri Miller
Analyst, Investor Relations
Kateri joined Charlesbank in 2024 from Rockefeller Capital Management, where she worked in client services on the private wealth management team. She previously held similar positions on institutional client service teams at Wellington Management Company and MFS Investment Management.
Education & Credentials
Northeastern University – BS in Business Administration
Northeastern University – MS in International Management
Personal
Born and raised in Massachusetts, Kateri now lives in Boston’s South End. Nevertheless, from a young age, Kateri has maintained a passion for travel and adventure. She is an avid skier, and although her racing days are behind her, she enjoys exploring new mountains whenever she gets the chance; her favorites include the Sierra Nevada's and the Tetons. When there’s no snow on the ground, you can find Kateri on or near the beach, likely with a book by her side, and typically in Cape Cod where she grew up spending her summers with family.