Katelin Butkus
Director of Finance/CFO at Asset Preservation Advisors, Inc.
Profile
Ms. Katelin Butkus is a Director of Finance & Operations at Asset Preservation Advisors, Inc. She joined Asset Preservation Advisors (APA) in 2018.
With over a decade of investment experience in the financial services industry, in particular the municipal bond market, she is a member of APA’s Credit Research Committee, and involved in management of the Firm's financial operations.
Within the Credit Research Committee, She contributes to the Firms' investment research and risk management as well as oversees the guiding credit principles of APA's positive impact tax-exempt strategy.
She is also responsible for coordinating the Firm’s financial management and reporting by working closely with the executive team in making effective decisions in supporting APA’s strategic goals.
Additionally, she supports the internal operations of the Firm, preservation of client relationships, and business development.
She graduated Cum Laude with a B.S.
in Business Administration, majoring in Finance, from Auburn University,
Katelin Butkus active positions
| Companies | Position | Start |
|---|---|---|
Asset Preservation Advisors, Inc.
 Asset Preservation Advisors, Inc. Investment ManagersFinance Asset Preservation Advisors, Inc. (APA) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1989 by Kenneth Woods and is a subsidiary of APA Fixed Income Advisors LLC. APA serves as a discretionary investment adviser to institutional and retail separately managed account clients. | Director of Finance/CFO | 31/12/2023 |
Former positions of Katelin Butkus
| Companies | Position | End |
|---|---|---|
Municipal Portfolio Managers, Inc.
 Municipal Portfolio Managers, Inc. Investment ManagersFinance Founded by John L. Duffy, Municipal Portfolio Managers, Inc. is a registered investment advisor located in Atlanta, Georgia. The firm was formerly a unit of Lehman Brothers that became an independent firm in 2002. The firm manages the municipal bond portfolios of the ultra high net-worth clients of the brokers at Bank of America, Barclays Capital and UBS. Municipal Portfolio Managers generally provides investment advice to high net-worth individuals and entities that benefit such individuals, such as trusts, estates, LLCs, etc. | Corporate Officer/Principal | 31/12/2016 |
Training of Katelin Butkus
| Auburn University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Asset Preservation Advisors, Inc.
Asset Preservation Advisors, Inc. Investment ManagersFinance Asset Preservation Advisors, Inc. (APA) is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 1989 by Kenneth Woods and is a subsidiary of APA Fixed Income Advisors LLC. APA serves as a discretionary investment adviser to institutional and retail separately managed account clients. | Finance |
Municipal Portfolio Managers, Inc.
Municipal Portfolio Managers, Inc. Investment ManagersFinance Founded by John L. Duffy, Municipal Portfolio Managers, Inc. is a registered investment advisor located in Atlanta, Georgia. The firm was formerly a unit of Lehman Brothers that became an independent firm in 2002. The firm manages the municipal bond portfolios of the ultra high net-worth clients of the brokers at Bank of America, Barclays Capital and UBS. Municipal Portfolio Managers generally provides investment advice to high net-worth individuals and entities that benefit such individuals, such as trusts, estates, LLCs, etc. | Finance |
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