About
Kaitlin Pani is an Associate at Bramshill Investments LLC in New York, where she specializes in client services, supporting the firm’s investment strategies and maintaining client relationships. She originally joined Bramshill as a summer intern in 2024 before accepting a full-time role in 2025, demonstrating a strong commitment to the firm’s approach and client service initiatives.
Her responsibilities center on client engagement and operational support across Bramshill’s strategies, which focus on fixed income and alternative credit asset classes. While her current contributions are client-facing, she works closely with teams managing investments across sectors such as structured products, municipal bonds, and other income-oriented securities—core areas of Bramshill’s platform.
Kaitlin’s experience includes an internship at Modera Wealth Management, further developing her background in wealth advisory and investment management. She holds a Bachelor of Business Administration from Stetson University and a Bachelor of Science in Sports Business from Arizona State University, bringing analytical skills and industry knowledge to her role at Bramshill Investments.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Bramshill Investments LLC | Associate | Jul 2025 to Present | Ms. Pani is an Associate at Bramshill Investments, specializing in client services. She first joined Bramshill as a summer intern in 2024 and returned in 2025 for a full-time position. |
| Bramshill Investments LLC | Asset Management Intern | Jun 2024 to Aug 2024 | Intern for an asset management company with support to the investment team, operations, and sales. I collaborated with each sales member where I shadowed client calls and meetings and developed my ski... |
| Modera Wealth Management | Intern at a Large Investment Advisory Firm | Jun 2023 to Aug 2023 | • Supported multiple teams at Modera Wealth including operations, client service, marketing, and compliance • Efficiently utilized organizational skills to complete operational tasks at expected level... |
| Van Dyk's Homemade Ice Cream | Store Manager | Aug 2020 to Dec 2021 | — |
| Creative Kids Learning Academy ll | Childcare Provider | Jan 2021 to Jun 2021 | — |
Education
Stetson University
Bachelor of Business Administration - BBA, Business Administration
2022 — 2025
Arizona State University
Bachelor's of Science, Sports Business
2021 — 2021
Ramapo High School
High School Diploma
2017 — 2021
Others at Bramshill Investments, LLC (11)
| Name | Role | Location |
|---|---|---|
| Founder and Chief Investment Officer | Naples, FL , United States | |
| Associate | New York, NY , United States | |
| Portfolio Manager | New York, NY , United States | |
J Justin Byrnes | Portfolio Manager | New York, NY , United States |
| Senior Portfolio Manager | Boston, MA , United States | |
J Jacob Levine | Associate | United States |
| Associate | Newport Beach, CA , United States | |
| Associate | New York, NY , United States | |
| Associate | New York, NY , United States | |
| Equity Trader | New York, NY , United States |