Kokila Lozano Bio

Kokila Lozano is focused on originations and portfolio management at Escalate. Kokila joined Escalate in 2020 after almost a decade in the investment management industry focusing on investment due diligence and portfolio analysis. Before Escalate, Kokila worked for Sendero Wealth Management, where she focused on manager due diligence across long-only and alternative strategies, asset allocation, and portfolio management. Kokila began her career at FactSet Research Systems as an investment management consultant. She received a bachelor’s degree in business administration and finance and a bachelor’s degree in biochemistry from The University of Texas at Austin. Kokila is an investment committee member of the alumni endowment at The University of Texas at Austin and a CFA charterholder.