Kara M. South, CFA

Kara M. South, CFA

Principal, Municipal Bond Portfolio Manager

Joined
GW&K
2022

Industry
Experience
16 Years

Responsibilities

Kara is a portfolio manager for all of the firm’s municipal bond strategies and is a member of the Investment Committee and ESG Committee.  As a seasoned fixed income manager with deep knowledge of the market, including experience managing taxable municipal bonds and ESG strategies, she is able to draw on her extensive research and management expertise in the evaluation of market risks, opportunities and strategic portfolio positioning.

Prior Work Experience

Kara joins GW&K from Income Research + Management (IR+M), where she was a senior portfolio manager and co-director of credit research and a member of the Investment Committee.  Prior to IR+M, she was a securities valuation analyst at John Hancock Financial.  She began her career at Wachovia Corporation (now Wells Fargo) as an interest rate derivative analyst.

Education

Kara earned a BA in Economics and Psychology from Cornell University.  She is a CFA® charterholder and is a member of the CFA Institute, the CFA Society Boston, the Boston Municipal Analysts Forum, and the National Federation of Municipal Analysts.  In addition, she holds the Fundamentals of Sustainability Accounting (FSA) certificate.

Outside The Office...
In college I was a member of the Cornell Women’s Varsity Tennis Team. As a top ranked junior and Division 1 tennis player, the skills and lessons I learned on the tennis court – discipline, dedication, perseverance, and sportsmanship – helped to make me stronger in all aspects of my life.

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