Kati Morrell

Cash Administrator & Tamarac Administrator at Spinnaker Trust

Kati Morrell

Kati Morrell

Cash Administrator & Tamarac Administrator at Spinnaker Trust

Biography

Kati serves as Cash Administrator and Tamarac Administrator at Spinnaker Trust and is responsible for processing all cash activity along with maintaining our Tamarac CRM database. Prior to joining Spinnaker Trust, Kati worked as a Strategic Portfolio Analyst at Wright Express, and as a Senior Accountant at Citigroup.

Kati lives in Windham with her son.

Overview
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Relationships
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Founder at Spinnaker Trust

Relationship likelihood: Average

President, Principal at Spinnaker Trust

Relationship likelihood: Average

Vice President, Director of Account Administration at Spinnaker Trust

Relationship likelihood: Average

Vice President, Director of Operations at Spinnaker Trust

Relationship likelihood: Average

Vice President, Tax Director at Spinnaker Trust

Relationship likelihood: Average

Vice President, Director of Account Operations at Spinnaker Trust

Relationship likelihood: Average

Vice President, Director of Portfolio Management & Trading at Spinnaker Trust

Relationship likelihood: Average

Principal at Spinnaker Trust

Relationship likelihood: Average

Director, Portfolio Management & Trading at Spinnaker Trust

Relationship likelihood: Average

Director of Real Estate at Spinnaker Trust

Relationship likelihood: Average

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Kati Morrell
Cash Administrator & Tamarac Administrator at Spinnaker Trust
Career History
Cash Administrator & Tamarac Administrator
Current

Spinnaker Trust employs a relative value investment approach. They use proprietary models to evaluate each investment's fundamental valuation and prospects relative to its peers. Spinnaker's core equity strategy focuses on common stocks with above average yield, lower than average price-to-earnings and price-to-book ratios and above average financial strength. The firm seeks to identify stocks that are out-of-favor in the marketplace but which offer the potential for significant appreciation. Spinnaker's equity investments may also include publicly-traded trusts and partnerships.The firm's fixed-income investments include government, corporate and tax-exempt bonds. They consider each client's tax situation, projected movements in interest rates and the maturity and duration of the bond portfolio in question. Spinnaker invests only in high quality bonds that have received acceptable ratings from independent bond rating agencies.Spinnaker offers access to alternative investments including private placements, real estate, emerging growth stocks and private international investment funds.

Other Affiliations

Kati Morrell is affiliated with Spinnaker Trust

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Kati Morrell. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Kati Morrell's profile does not indicate a business or promotional relationship of any kind between RelSci and Kati Morrell.