Gina Kovatch, CRPS®
Sr. Advisor

Through the holistic investment approach embraced by Oakmont Capital, Gina guides clients in meeting their stated investment objectives. She provides oversight in the design of various fixed income strategies and directs the overall technology platform of the firm. Prior to joining Oakmont Capital, she was a Principal with J.E. Harris & Associates, an Investment Advisory Firm, where she oversaw the investment management process and developed retirement plan strategies for institutions and families.

Industry Experience:   17 years

Professional Interests:  Family wealth management, retirement plan implementation, and fixed income portfolio management.

Professional Certificates and Associations:

  • Chartered Retirement Plan Specialist®

Education

  • BS in Communication and Information Arts from Saint Vincent College