Kate Lavin

Director/Board Member at

The Convent of The Sacred Heart Corp.

Finance

Consumer Services

Commercial Services

Profile

Ms. Katherine E.
Lavin is a Managing Director at Pathstone Family Office LLC.
She is on the Board of Directors at The Convent of The Sacred Heart Corp.
Before joining Pathstone, she was a Managing Director in the Portfolio Management Group at Hall Capital Partners LLC, an Outsourced Chief Investment Office (OCIO) which advised on $45 billion of client assets.
She also served on the firm’s Investment Review Committee.
Prior to joining Hall Capital Partners, she was a Vice President at Fortress Investment Group and 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.
She graduated from Princeton University with a Bachelor of Arts and earned an MBA from Harvard Business School.

Kate Lavin active positions

Companies	Position	Start
The Convent of The Sacred Heart Corp. The Convent of The Sacred Heart Corp. Miscellaneous Commercial ServicesCommercial Services Provides education programs for girls and young women	Director/Board Member	-
Pathstone Family Office LLC Pathstone Family Office LLC Investment ManagersFinance Pathstone seeks to help clients create, manage and preserve wealth across generations. The firm integrates smart innovative programs with its traditional family office services to provide solutions that withstand the test of time.	Portfolio Manager-Equities	01/12/2024

All active positions of Kate Lavin

Former positions of Kate Lavin

Companies	Position	End
Hall Capital Partners LLC Hall Capital Partners LLC Investment ManagersFinance Hall Capital maintains a long-term investment horizon and invests their clients’ funds globally. The firm incorporates authentic diversification across drivers of value within fixed income, equities, hedge funds, private equity, and real assets.	Investment Committee Member	01/12/2024
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	-
FORTRESS INVESTMENT GROUP LLC	Corporate Officer/Principal	-

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Training of Kate Lavin

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Linked companies

Private companies	7
Hall Capital Partners LLC Hall Capital Partners LLC Investment ManagersFinance Hall Capital maintains a long-term investment horizon and invests their clients’ funds globally. The firm incorporates authentic diversification across drivers of value within fixed income, equities, hedge funds, private equity, and real assets.	Finance
Pathstone Family Office LLC Pathstone Family Office LLC Investment ManagersFinance Pathstone seeks to help clients create, manage and preserve wealth across generations. The firm integrates smart innovative programs with its traditional family office services to provide solutions that withstand the test of time.	Finance
Morgan Stanley & Co. LLC Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Provides brokerage services	Finance
The Convent of The Sacred Heart Corp. The Convent of The Sacred Heart Corp. Miscellaneous Commercial ServicesCommercial Services Provides education programs for girls and young women	Commercial Services
Princeton University Princeton University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Fortress Investment Group LLC Fortress Investment Group LLC Investment ManagersFinance Operates as an investment management company	Finance
Harvard Business School Harvard Business School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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