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. 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 advisor he services and manages client portfolios and builds sustainable financial plans to help clients reach their...

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Courtney Martin

Portfolio Manager Read More From Courtney

Courtney Martin 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...

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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. 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 advisor he services and manages client portfolios and builds sustainable financial plans to help clients reach their financial goals. Arian prides himself on offering client’s an impeccable level of service and assuring that they feel content and well-situated for their financial future. Finally, Arian oversees the strategic direction of the firm’s growth by providing oversight to all of MV Financial’s lines of business.  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 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 the committee and researching new investment ideas. Courtney earned a B.A. in Economics with a minor in Accounting from the University of Maryland, College Park and an MBA with a concentration in finance from University of Maryland's Robert H. Smith School of Business.