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Kokila M. Lozano, CFA, is a seasoned finance professional currently serving as Principal at Escalate Capital since March 2020. Additionally, Kokila is an Investment Committee Member for Texas Exes, contributing to the University of Texas at Austin Alumni Endowment since June 2017. Previously, Kokila held various positions at Sendero Wealth Management, including Sr. Investment Due Diligence Analyst and Client Portfolio Manager, from September 2014 to February 2022. Early in the career, Kokila worked as an Investment Management Consultant at FactSet Research Systems from October 2012 to August 2014. Kokila holds a Bachelor of Business Administration (BBA) in Finance from Texas McCombs School of Business and a Bachelor of Arts (BA) in Biochemistry from The University of Texas at Austin, complemented by education from the Texas Academy of Mathematics and Science.