Katarina Gabriella Partalas

Employer firm

Titleist Asset Management, LLC CRD 323567

$2.66B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2023 → 09/2024
  Morgan Stanley
  San Antonio, TX
• 10/2021 → 07/2022
  Gostomski & Hecker, P.C.
  San Antonio, TX
• 09/2022 → 12/2022
  Alamo Area Aquatics Diving
  San Antonio, TX
• 06/2019 → 08/2019
  San Antonio Neuro-Health & Sports Medicine
  San Antonio, TX
• 09/2021 → 10/2021
  Changing Seasons
  San Antonio, TX
• 08/2018 → 05/2022
  Trinity University
  San Antonio, TX
• 01/2013 → 07/2018
  Student
  San Antonio, TX
• 09/2024 → Present
  Titleist Capital, Llc
  San Antonio, TX
• 09/2024 → Present
  Titleist Asset Management, Llc
  San Antonio, TX

Previous Registrations

• 2023-10-12 → 2024-10-03
  Morgan Stanley
  San Antonio, TX

Exams

• S66 Uniform Combined State Law Examination
  2023-10-12

Other Names

• Katarina G Partalas