Meet Our Team

Who are we?

Who We Are Ultratrades is a group of individuals who have built a practice with people like you in mind. We are a team of specialists, drawing on nearly one hundred years of combined experience in areas ranging from estate planning to concentrated stock management, so that you have the right experts working for you to create value for your financial life.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention – from planning, to execution, to follow-up. We take a proactive approach to help you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Our team of experts

Katrina Ren

Founder - Portfolio Manager - Advisor

For Katrina Ren, helping people make the most of their financial assets is rewarding work. Katrina enjoys guiding her clients as they implement the investment strategies designed to help them reach financial independence. Katrina takes...

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Cassandra McCoy

Portfolio Manager - Advisor

For over 30 years, I helped our region's education, healthcare and public broadcasting organizations achieve their philanthropic goals as a non-profit fundraising professional. I will take the time necessary to be sure ...

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Mark Lasson, MBA

Portfolio Manager - Advisor

Mark is a member of the Institute of Financial Planning (IFP) and Chartered Insurance Institute (CII) and operates to the highest level of professionalism when delivering a service for his clients. Mark has years of experience in ...

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