Kathy Harvey
Senior Vice President, HB&T / Manager of Fund Services, BPAS
20 years of experience
Kathy Harvey serves as Senior Vice President leading Trust Operations. In this role, her responsibilities include oversight of HB&T’s trusteed and sponsored common and collective investment funds business line – implementation, accounting, administration, and transfer agency services. She also manages trust compliance and trust administration. Kathy also sits on HB&T’s board appointed Trust Committee and Asset Allocation Committee. Prior to joining HB&T, Kathy began her career in commercial banking.
Kathy holds a Bachelor of Business Administration with a major in Finance from Sam Houston State University in Texas. She is a member of Fiduciary & Investment Risk Management Association, Coalition for Collective Trust Funds, and FIS’s Trust User Group.
Stephen Sawyer Hand, CIMA®
Gregg Zimmerman, CFA, CIMA®