Katrina Bullock, MBA

Chief Compliance Officer

Katrina joined our team in 2021 as Chief Compliance Officer after managing finances for the division of cardiology at the IU School of Medicine. She graduated from the Kelley School of Business with an MBA and a Bachelor of Science in Finance. 

She completed the Series 65 Uniform Investment Adviser Law Exam and is an Investment Advisor Representative for our firm.

After leaving a small town in Russia where she grew up, she backpacked throughout Europe before immigrating to the United States in 2001.  She interned at the IU School of Medicine while finishing her education, and later became a full-time employee at the division of cardiology.

She is the mother of two boys, Adriel and Gabriel, that are very accomplished at chess, music, and sports.  She is an avid reader, enjoys trading stocks and options, horseback riding and learning to play polo in her spare time.