Catherine Ulozas
LP
Verified
Currently working at Drexel University as the Chief Investment Officer, Catherine has had significant positive impact during her 9 year tenure. Catherine has repositioned the portfolio assets into a more stable structure and has improved investment return. Drexel endowment for fiscal year 2018 had an outstanding performance that placed the University in the top 3 percent among all major institutions, according to Wilshire Associates’ TUCS foundation and endowment universe. Key factors in her work have been the analysis of the portfolio’s liquidity and risk. Catherine is also an adjunct faculty in the Drexel Le Bow School of Business teaching Financial Markets and Institutions. She has appeared on Bloomberg TV. Catherine was named a Rising Star of Endowment Management by Endowment and Foundation Magazine in 2012.
Her extensive investment experience includes portfolio management, trading and credit analysis. Previous work experience includes ING Direct, Aetna, London Life Reinsurance and the Arizona State Retirement System. She is also currently a member of the Asset/Liability Committee of a local community bank, Penn Community.
Catherine dedicates her personal time to non profit organizations including Clarifi, a non-profit community resource devoted to Lifelong Financial Literacy for consumers.
Catherine holds an MBA in International Business from George Washington University and BA in Economics and Political Science from Drew University.