Investment & Planning

After graduating with a degree in international business from the University of California, San Diego, Kajsa left her native San Diego to teach English to primary school students in Madrid. Upon her return to the States, Kajsa joined Gurtin Municipal Bond Management’s New Accounts Team as a client service associate focusing on complex accounts and account transitions. She later moved to Los Angeles in order to experience the excitement of living in a new city without having to stray too far from home.

As a Project Manager, Kajsa partners with firm leaders to plan, organize, and execute on projects across all aspects of the firm, including operations and processes, technology systems, hiring, training, and client experience. Prior to this role, Kajsa was an Associate and worked closely with advisors.

Outside the office, Kajsa enjoys photography, attending concerts around town, and taking road trips along California’s Central Coast. An avid dog lover, Kajsa was an active volunteer with various animal shelters throughout San Diego and continues to be a vocal advocate for shelter adoptions.