Katrina Uzun

Accomplished investment professional with nearly two decades of experience in institutional asset management, portfolio strategy, and client advisory services. Currently serving as Institutional Portfolio Manager at MFS Investment Management, partnering with institutional investors to deliver investment insights, portfolio solutions, and strategic guidance aligned with long-term objectives. Previously held leadership roles at Wellington Management, including Investment Director and Vice President, where expertise was developed across investment analysis, portfolio construction, market research, client relationship management, and institutional consulting. Recognized for the ability to translate complex investment strategies into actionable recommendations, foster trusted client relationships, and support investment decision-making through deep market knowledge and disciplined portfolio management. Combines strong analytical capabilities, communication skills, and a client-focused approach to help institutional investors achieve their financial goals.