Kathleen Barchick, CFA
Portfolio Manager, Cliffwater Investments LLC
Senior Managing Director, Cliffwater LLC
Kathleen Barchick is a portfolio manager at Cliffwater Investments LLC, an investment management affiliate of Virtus Investment Partners, and a senior managing director at Cliffwater LLC, where she serves as senior portfolio adviser.
Prior to forming Cliffwater LLC in June 2004, Ms. Barchick was a managing director and principalof Wilshire Associates. From 1994 to 2004, she was a senior consultant working with high profile and complex public funds, corporate plans, and endowments/foundations on their investment strategies and implementation.
Before embarking on her investment career, Ms. Barchick was an acquisitions officer for the U.S. Air Force and a team manager for the Department of Defense Logistics Agency.
Ms. Barchick earned a B.S. in operations research from the United States Air Force Academy, and an M.B.A. from the University of Southern California. She holds the Chartered Financial Analyst® (CFA) designation and is a member of the CFA Institute and the Los Angeles Society of Financial Analysts.She began her career in the investment industry in 1994.