Research Archives - MV Financial
 

Katrina Lamb, CFA Head of Investment Strategy & Research

Arian Vojdani Investment Strategist

Courtney Martin Portfolio Manager

Katrina Lamb, CFA

Head of Investment Strategy & Research Read More From Katrina

Katrina Lamb’s international investment industry career spans more than 25 years and includes both buy and sell side experience. She specializes in the research, analysis, and evaluation of the capital markets opportunities that inform and shape the firm’s investment approach. As head of investment strategy and research, Katrina takes the lead in turning in-depth research into innovative, proprietary asset strategies. As part of this process, she employs a variety of techniques and disciplines, including quantitative models that analyze market price,...

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Arian Vojdani

Investment Strategist Read More From Arian

As an investment strategist at MV Financial, Arian Vojdani brings his unique perspective on financial markets to the firm’s investment committee, where he is involved in the deliberation and execution of investment decisions and direction. As a part of the advisory team, Arian assists in the investment management and servicing of client portfolios. He also works with the firm’s Retirement Plan Practice Group, providing assistance in the management of the firm’s 401(k), 403(b) and profit sharing plan clients. He also...

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Courtney Martin

Portfolio Manager Read More From Courtney

Courtney Martin joined MV Financial in 2010. As an investment analyst, her responsibilities include developing allocation models, evaluating assets selected for client portfolios, performing ongoing monitoring, and providing operational support.Courtney is also a key member in the management of client portfolios and investment strategy. In this role, Courtney conducts a detailed analysis of thousands of mutual funds, exchange traded funds, separate managed accounts, and other assets using proprietary quantitative models and qualitative judgment. She also assists in the research of...

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Katrina Lamb, CFA

Head of Investment Strategy & Research
Read More From Katrina
Katrina Lamb’s international investment industry career spans more than 25 years and includes both buy and sell side experience. She specializes in the research, analysis, and evaluation of the capital markets opportunities that inform and shape the firm’s investment approach. As head of investment strategy and research, Katrina takes the lead in turning in-depth research into innovative, proprietary asset strategies. As part of this process, she employs a variety of techniques and disciplines, including quantitative models that analyze market price, volatility, and relative value signals, as well as fundamental asset valuation strategies. Katrina is also a core member of the firm’s Investment Committee, where she shapes the discussion and context for decisions around asset allocation and investment selection for client portfolios. Prior to joining MV Financial in 2005, Katrina lived and worked for a number of years in Vienna, Austria, where she directed a portfolio of private equity investments in the countries of Central and Eastern Europe and the former Soviet Union. She has also worked in various financial sector capacities in London, Moscow, Tokyo, Singapore, and Jakarta. Katrina’s insights and analysis have been featured in The Wall Street Journal, Bloomberg, Reuters and many other prominent financial publications. Katrina holds a B.A. with honors from Dartmouth College and an MBA from Harvard Business School. She is a member of the CFA® Institute and a CFA charterholder.

Arian Vojdani

Investment Strategist
Read More From Arian
As an investment strategist at MV Financial, Arian Vojdani brings his unique perspective on financial markets to the firm’s investment committee, where he is involved in the deliberation and execution of investment decisions and direction. As a part of the advisory team, Arian assists in the investment management and servicing of client portfolios. He also works with the firm’s Retirement Plan Practice Group, providing assistance in the management of the firm’s 401(k), 403(b) and profit sharing plan clients. He also oversees the strategic direction of the firm’s growth by providing oversight to all of MV Financial’s lines of business. Finally, Arian writes and maintains a blog focused on millennial wealth advice and issues. Arian has been featured in media such as CNBC’s The Rundown, Bloomberg Radio & CNNMoney. Arian holds a B.A. degree from George Washington University.

Courtney Martin

Portfolio Manager
Read More From Courtney
Courtney Martin joined MV Financial in 2010. As an investment analyst, her responsibilities include developing allocation models, evaluating assets selected for client portfolios, performing ongoing monitoring, and providing operational support.Courtney is also a key member in the management of client portfolios and investment strategy. In this role, Courtney conducts a detailed analysis of thousands of mutual funds, exchange traded funds, separate managed accounts, and other assets using proprietary quantitative models and qualitative judgment. She also assists in the research of new investment ideas and prepares recommendations for MV Financial’s investment committee, of which she is a member. Courtney earned a B.A. in Economics with a minor in Accounting from the University of Maryland, College Park and an MBA from University of Maryland's Robert H. Smith School of Business