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,...

As an investment strategist at MV Financial, Arian Vojdani brings his unique perspective on financial markets to the firm. He provides insight to the firm’s advisory and research team to guide strategic investment decisions and direction. Arian sits on MV Financial’s investment committee where he provides recommendations and general oversight. Arian is also a key member in MV Financial’s advisory team. As an adviser he services and manages client portfolios and builds sustainable financial plans to help clients reach their...

Courtney Vojdani joined MV Financial in 2010. As a portfolio manager, her responsibilities include developing allocation models, evaluating assets selected for client portfolios, performing ongoing monitoring, and optimizing risk and tax strategy within client portfolios. Using proprietary quantitative models and qualitative judgement, Courtney conducts detailed analysis on thousands of stocks, exchange traded funds, and other assets for inclusion in investment and asset strategies. As a core member of MV Financial’s investment committee, she is also responsible for preparing recommendations for...