Ms. Cheat Sheet is a financial and investing education platform for individuals and corporations.
Kathryn Cicoletti is Founder of Ms. Cheat Sheet. Kathryn has 12 years of experience in the hedge fund industry. She has researched, interviewed, and conducted due diligence on over 3,000 investment funds and built investment portfolios for both institutional and retail investors.
Kathryn started her investment fund research career in New York. She was a Senior Hedge Fund Research Analyst at Julius Baer where she was responsible for research, due diligence, and portfolio construction for long/short equity and relative value arbitrage hedge fund investments. Kathryn was most recently a Director of Institutional Sales at GAM in Los Angeles. During her time at GAM she was responsible for growing the firm's U.S. investor base from retail to institutional investors and was one of the top revenue generators on the team.
While working in the finance industry she realized that way too many investment professionals overcomplicate investment topics when speaking with clients. She left the industry to break out on her own and create a platform for entertaining and educational financial content. Kathryn offers easy-to-digest 401k investment fund education to employees at large corporations through on-site training and video and she is one of the few financial educators who has worked in the fund management industry for 10+ years.
Kathryn has partnered with or been featured in Mashable, Huffington Post, Forbes, Entrepreneur, and Yahoo Finance. Fast Company named Kathryn an Innovative Agent and Built in LA named her one of the 50 LA Women Founders You Should Know. Kathryn's book, Little Red Ms. Cheat Sheet on Investing - Generally Skeptical of Financial Advisors - is now available on Amazon. She has attended both improv and sketch comedy classes at Upright Citizens Brigade and uses what she learned to write and produce entertaining financial content for external brands and partners through Cicoletti Media.
Kathryn has a BS from UC Berkeley, Haas School of Business and is based in Los Angeles. Let's take this to the next level.
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