Specialists


Katherine Zeltner, M.B.A.

Client Services Associate

Katherine Zeltner serves as the Client Services Associate for Optivest. She is responsible for being client’s main point of contact for any operational need that they may have and making sure all clients transactions are handled smoothly. Katherine’s quick thinking, dependable nature, and quality customer care has made her a trusted resource to the firm.

Prior to working at Optivest Katherine served 6 years in the finance industry under Morgan Stanley and Fisher investments. Most recently she worked as the Global Custody Management Associate at Fisher investments. Maintaining the relationships with six of their custodians and helping to improve operational processes.

Katherine obtained her bachelor’s degree from California State University, Fullerton and went on to receive her MBA from Chapman University.

Outside the office, Katherine enjoys cycling, running and hanging out with her German Shepard, Dallas.

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