We’re excited to announce that Katie Rosen has been appointed John A. Martin & Associates’ first Chief Financial Officer.

Katie earned an MBA with a specialization in Finance from the UCLA Anderson School of Management, bringing both academic expertise and real-world experience to this expanded leadership role. As Director of Operations, she has played a key role across departments, developing a deep understanding of our firm’s day-to-day functions and long-term needs.

As we enter a pivotal period of growth, this is the right moment to strengthen our executive team with dedicated financial leadership. Katie’s ability to connect operational detail with strategic vision makes her uniquely suited to guide the firm’s financial future.

Please join us in congratulating Katie on this well-earned next step.