Kokila Lozano

Originations and Portfolio Management; Investment Committee Member

At EC Management Services, Inc. (EC Management Services, Inc.)

Bio

Verbatim from public source.

Joined Escalate in 2020. Nearly a decade in investment management focused on due diligence and portfolio analysis. Previously at Sendero Wealth Management handling manager due diligence and asset allocation. Started career at FactSet Research Systems. Bachelor's degrees in business administration/finance and biochemistry from The University of Texas at Austin; CFA charterholder.

Details

Prior firms: Sendero Wealth Management, FactSet Research Systems

Colleagues (7)

Aharon ModlinInvestment Due Diligence and Portfolio Management
Chris JulichInvestment Committee Member; Originations and Portfolio Management
Janan GhaddarOriginations and Portfolio Management
Larry BradshawPortfolio Management and Compliance
Ross CockrellInvestment Committee Member; Originations and Portfolio Management
Tony SchellInvestment Committee Member; Portfolio Management and Fund Oversight
Travis WoodInvestment Sourcing and Management