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Kataya Plett

Portfolio Manager Assistant

Kataya has been with Southwest Investment Advisors since January of 2017. She assists Alix and Stephanie with portfolio construction, rebalancing, and trading. In addition to backing up Lacey with operations when needed, Kataya also plans our company’s client appreciation events and assists with the company website.

 

In her free time Kataya enjoys spending time with her family and her dog, traveling to new places, and getting involved with local events.