Katie Kolchin, CFA

Ms. Kolchin is an experienced research analyst, proficient in sell side equity and fixed income research. She has extensive global capital markets industry knowledge garnered through a unique set of professional experiences. She is known for identifying trends and structural shifts in capital markets, analyzing the intersection of traditional financial institution business models and emerging financial technologies, and assessing winning corporate strategies for the capital markets environment.

Currently, she is the Head of Research at SIFMA, where she develops all report content, manages the team, and leads the group’s strategic initiatives. She also created and remains sole author of the research brand SIFMA Insights, providing analysis on industry fundamentals. Kolchin also writes research reports analyzing the current economic environment and survey results from the SIFMA Economist Roundtable, oversees the team’s extensive market statistics databases, and runs the SIFMA Directors of Research group to share best practices on key research industry topics (AI, MiFID II, etc.).

Previously, Ms. Kolchin was a senior equity research analyst at Rosenblatt Securities, covering exchanges and capital markets firms on a global basis. Prior to that, she was a senior investment research analyst at Moody’s Investors Service, covering exchanges, clearing houses, and other market infrastructure firms and launching on Moody’s clearing industry methodology and company coverage. She also analyzed the global investment banks for the Federal Reserve Bank of New York and worked as a global equity research analyst at UBS Securities, where she performed fundamental research and undertook an investment strategy role.

A CFA charterholder, Ms. Kolchin also holds an MBA with a concentration in Finance from New York University’s Leonard N. Stern School of Business and both a BA in Economics and BS in Environmental Science from Lehigh University. She is also a member of the CFA Society New York Board of Directors Nominations Committee.