Katelyn is responsible for the day-to-day operations of the Cleveland office and assists the Chief Financial Officer/Chief Compliance Officer with accounting, human resources and compliance matters.
Prior to joining Cyprium, Katelyn was an associate at CM Wealth Advisors where she managed company correspondence, verified transactions and distributions, and processed billing. She also managed K-1’s & 1099s for internal and external tax preparers.
Earlier in her career, she worked for Marous Brothers Construction as Executive Assistant, where she maintained comprehensive and accurate company records, administered the corporate travel program and reviewed invoices and billing statements. Katelyn also coordinated all public relations for the company and was the liaison for sporting and entertainment events.
Katelyn attended Kent State University where she studied early childhood education.
She spends her free time traveling abroad, reading, and summers on her paddleboard. She lives in Lakewood with her puppy, Harasyn.