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Kateri Miller

Analyst, Investor Relations

Kateri joined Charlesbank in 2024 from Rockefeller Capital Management, where she worked in client services on the private wealth management team. She previously held similar positions on institutional client service teams at Wellington Management Company and MFS Investment Management.

Born and raised in Massachusetts, Kateri now lives in Boston’s South End. She enjoys skiing in the winter and visiting Cape Cod in the summer.


Northeastern University – BS in business administration
Northeastern University – MS in international management