Katheryn Montalvo

Trader/Accounts Specialist

Katheryn graduated from Utah Tech University in May 2025 with a degree in Finance and has a strong interest in the operational side of finance. She enjoys working behind the scenes to keep things organized, efficient, and running smoothly, and is excited to continue growing and contributing to the firm. Outside of work, Katheryn loves spending time outdoors hiking and camping, traveling whenever she can, and trying new food spots.  She values time with family and friends and believes those connections help keep her balanced and motivated.