Education & Certifications
  • BA in Economics, Colgate University

Katarina Obermaier

Wealth Management Associate

Organized, Collaborative, Thoughtful

Katarina assists the Client Service Team with providing best-in-class service to GMAG’s valued clients. She works closely with our Client Relationship Managers, Wealth Strategists, and Accountants to respond to client requests, deliver performance reports, and provide administrative support.

Before joining GMAG, Katarina served as a Private Equity Intern at Long Point Capital. As a Marketing Intern for the Huntington Township Chamber of Commerce, she helped plan events such as the Long Island Fall Festival.
Outside of the office, Katarina was a Max Shacknai Center for Outreach, Volunteerism, and Education (COVE) leader for North Broad Street Mentoring where she assisted at-risk youth. She enjoys creating art, whether it’s sculpting animals out of clay or painting landscapes.