Kathryn Ross Cotter
Investment adviser representative at Marshfield Associates
13 yearsExperience
1 stateRegistered in
$8.1BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Marshfield AssociatesMay 2024 to now
- Nexercise, Inc.Jul 2018 to May 2024
- Bet NetworksOct 2013 to Jul 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (DC).
Marshfield Associates
Legal name: Marshfield Associates, Inc.
$8.1BAssets managed
3,996Clients
10Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8028294
- Firm CRD
- 150614