Kokila Lozano - Ascent Conference Kokila Lozano - Ascent Conference

Kokila Lozano

Kokila joins Escalate after almost a decade of working in the investment management industry, focusing on investment due diligence and portfolio analysis. Before Escalate, Kokila was at Sendero Wealth Management, where she focused on manager due diligence across long-only and alternative strategies, asset allocation, and portfolio management. Kokila began her career at FactSet Research Systems as an investment management consultant. She received a BBA in Finance and a BA in Biochemistry from The University of Texas at Austin. Kokila is also an investment committee member of the alumni endowment at The University of Texas at Austin and is a CFA charterholder.

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