Katherine A. Bergen
Corporate Officer/Principal at CenterSquare Investment Management Holdings, Inc.
Profile
Ms. Katherine A.
Bergen is an Associate at CenterSquare Investment Management Holdings, Inc. She is a part of the Private Real Estate Investment Team with a focus on capital markets and investor relations for the Firm's private real estate investment strategies.
She is responsible for day-to-day client services and marketing of private real estate funds on behalf of CenterSquare.
Ms. Bergen has experience in acquisitions, asset management, valuations, and dispositions as well as developing investment models to project fund level returns and asset level performance including hold/sell analysis.
Prior to joining CenterSquare, Ms. Bergen spent two years with Clarion/Samuels Associates, a real estate consulting firm specializing in land valuation, condemnation appraisals, and tax appeal litigation.
Ms. Bergen holds a Bachelor of Business Administration degree from the University of Wisconsin with double majors in Real Estate and Finance.
Katherine A. Bergen active positions
| Companies | Position | Start |
|---|---|---|
CenterSquare Investment Management Holdings, Inc.
 CenterSquare Investment Management Holdings, Inc. Investment ManagersFinance CenterSquare Investment Management Holdings, Inc. operates as real asset investment. The firm provides real asset investment management services to institutional investors through private equity investments, real estate securities, infrastructure securities, and real estate debt investments. The company was founded in 1987 and is headquartered in Plymouth Meeting, PA. | Corporate Officer/Principal | - |
Former positions of Katherine A. Bergen
| Companies | Position | End |
|---|---|---|
Clarion Advisors, Inc.
 Clarion Advisors, Inc. Investment ManagersFinance The American company specializes in fee-based investment management and financial planning services, including retirement accumulation, distribution planning, investment portfolio design and management, and sudden wealth planning. The private company helps families achieve their financial goals by creating customized solutions from thousands of available investment choices. The company's fee-only, zero commission, asset management program is not tied to any single investment product or company. The company encourages and educate families to achieve financial freedom by organizing and simplifying their financial life. The company works with clients to create a financial plan that includes investments, income planning, insurance, tax plans, and estate plans. Retirement planning is a process, and it takes a team to ensure a solid plan built on a firm foundation. Clarion Advisors, Inc. is committed to helping and educating clients on their path to financial peace. | Corporate Officer/Principal | - |
Training of Katherine A. Bergen
| University of Wisconsin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
CenterSquare Investment Management Holdings, Inc.
CenterSquare Investment Management Holdings, Inc. Investment ManagersFinance CenterSquare Investment Management Holdings, Inc. operates as real asset investment. The firm provides real asset investment management services to institutional investors through private equity investments, real estate securities, infrastructure securities, and real estate debt investments. The company was founded in 1987 and is headquartered in Plymouth Meeting, PA. | Finance |
Clarion Advisors, Inc.
Clarion Advisors, Inc. Investment ManagersFinance The American company specializes in fee-based investment management and financial planning services, including retirement accumulation, distribution planning, investment portfolio design and management, and sudden wealth planning. The private company helps families achieve their financial goals by creating customized solutions from thousands of available investment choices. The company's fee-only, zero commission, asset management program is not tied to any single investment product or company. The company encourages and educate families to achieve financial freedom by organizing and simplifying their financial life. The company works with clients to create a financial plan that includes investments, income planning, insurance, tax plans, and estate plans. Retirement planning is a process, and it takes a team to ensure a solid plan built on a firm foundation. Clarion Advisors, Inc. is committed to helping and educating clients on their path to financial peace. | Finance |
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