Katie Kolchin, CFA

Director of Research SIFMA

Ms. Kolchin, CFA is an experienced global equity research analyst, with a unique background focused on market infrastructure and capital markets more generally. Currently, she is the Director of Research at SIFMA, running the team performing the data and analysis work for the firm, as well as creating and authoring the SIFMA Insights research brand. Here she capitalizes on her unique background to identify trends and structural shifts in capital markets, analyze the intersection of traditional financial institution business models and emerging financial technologies and assess winning corporate strategies for the new capital markets environment.

Previously, she was the senior equity research analyst at Rosenblatt Securities, covering exchanges and capital markets firms on a global basis. Prior to joining Rosenblatt, Kolchin was a senior investment research analyst at Moody’s Investors Service, covering exchanges, clearing houses and other market infrastructure firms. She launched on Moody’s clearing industry coverage, played an integral part in establishing a global rating methodology for clearing houses and authored seminal research on the mandatory clearing of OTC derivatives and clearinghouse risk management.

Previously, she analyzed the global investment banks for the Federal Reserve Bank of New York. She also worked as a global equity research analyst at UBS Securities, where she performed fundamental research and undertook an investment strategy role.

A CFA® charterholder, 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.

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