Practical analysis for investment professionals

Katya Sverdlov, CFA, JD

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Biography

Katya Sverdlov, CFA, Esq. holds a BS degree in economics from Cornell University. Prior to law school, Sverdlov spent 12 years working for several top Wall Street financial companies. Her experience includes senior positions in investment banking and securities industries, with a focus on mortgage-backed securities and collateralized debt obligations. Sverdlov earned her Juris Doctor from the Brooklyn Law School, graduating Magna Cum Laude. She is admitted to practice in New York and New Jersey. Sverdlov founded her law firm focusing on estate planning, probate and estate administration, Medicaid planning, elder law, and business succession matters. She is a member of the New York State Bar Association, New York City Bar Association, Brooklyn Bar Association, Trusts and Estates Law Section of New York State Bar Association, and the Elder Law Section of New York State Bar Association.

Author's Posts
Power of Attorney: What Every Financial Adviser Should Know

The most important financial document your clients can sign is a power of attorney (POA). Katya Sverdlov, CFA, JD, explains.