Managing Director – Investments
Equity Group Investments
Kathleen is responsible for transaction sourcing, investment and disposition decisions, portfolio monitoring, and trading activities. She serves on the boards of several EGI portfolio companies, GreyCastle Holdings Ltd., a life reinsurance company; Wapiti Oil and Gas, LLC, an oil and gas exploration and production company; and EagleRidge Energy, LLC, an oil and gas development and production company. Kathleen is also the Portfolio Manager for the Zell Credit Opportunities Fund (ZCOF), a fund focused on recapitalizing over-leveraged companies. In that role, she oversees all aspects of the fund’s investment, monetization, and reporting activities. Prior to joining EGI in 2000, Kathleen served as a financial analyst at Merrill Lynch where she focused on the automotive and heavy-industrial sectors. Kathleen serves on the Leadership Council of A Better Chicago, a venture philanthropy fund focused on improving educational opportunities for low-income students in Chicago. She graduated Phi Beta Kappa from Dartmouth College where she received an AB in Economics and Mathematics, magna cum laude.