Katie Kolchin, CFA

Ms. Kolchin has extensive global capital markets industry knowledge garnered through a unique set of professional experiences. Currently, she is Head of Equity & Options Market Structure at SIFMA. Here she capitalizes on her background to analyze trends and structural shifts in markets, assess the intersection of traditional financial institution business models and emerging financial technologies, and monitor how changes in regulations could impact market structure.

Prior to this role, she was the Head of Research at SIFMA. Among other responsibilities, she established and was sole author SIFMA Insights, which focused on markets and market structure. 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 coverage. She was also a senior research analyst at the Federal Reserve Bank of New York and a global equity research analyst at UBS Securities.

A CFA® Charterholder, Ms. Kolchin has served as a member of the CFA Society New York’s Board of Directors Nominations Committee. She holds an MBA with a concentration in Finance from New York University’s Leonard N. Stern School of Business and a BA in Economics from Lehigh University.