Kathy Lalone | manager
Kathy is responsible for the portfolio accounting systems used for performance reporting. She is charged with ensuring the accuracy and integrity of our data and instituting quality control processes and procedures. Kathy is responsible for gathering and pulling data across multiple custodians and recordkeepers to provide complex reporting solutions for our clients. She is also a member of the Client Service Team, responsible for the design and production of client performance reports and other client reporting needs.
In addition, Kathy leads the Innovest Charitable Donations Committee. This committee oversees and organizes our volunteer work with the community. Under her leadership, our team volunteers in at least four events per year.
Kathy graduated from the University of Missouri – Rolla with a Bachelor of Science in mechanical engineering, and from the University of Rochester with a Master of Business Administration. Prior to joining Innovest, she spent 15 years working for Xerox. She had many roles including controller of one of the Xerox product lines. She also performed consolidated global reporting for the Xerox Supply Unit.
Kathy is married and has two teenage children. She is active in her church and volunteers at her children’s school.