Katrina L. Berishaj

Co-Chair, Fiduciary Governance

kberishaj@stradley.com

vCard
Katrina Berishaj

Overview

Katrina Berishaj advises financial services clients, including banks, trust companies, broker-dealers, investment advisers, insurance companies and institutional investors, on issues arising under the fiduciary and prohibited transaction rules of the Employee Retirement Income Security Act (ERISA) and the Internal Revenue Code, with respect to financial products, services and transactions. She assists corporate and governmental retirement plan sponsors on a broad range of issues concerning their fiduciary and non-fiduciary responsibilities. Katrina also advises on qualified and nonqualified retirement plans and executive and equity compensation arrangements.

Read More

Results

See All

Representative Matters

Katrina’s experience includes the representation of:

  • Clincierge, a clinical trial concierge services provider, in an acquisition by Greenphire, an innovator of software solutions for clinical trials backed by one of the largest software investors in the world
  • Pacific Life in the sale of its third‐party credit asset management firm, Pacific Asset Management, LLC, which at closing managed over $20 billion, to Aristotle Capital Management, LLC
  • Berkshire Asset Management (BAM) in its sale of a minority stake to iM Global Partner, a leading global asset management network
  • a boutique alternative investment firm focused exclusively on the closed-end fund market, with restructuring a master-feeder hedge fund to add provisions for ERISA investors
Read More

Credentials

Bar Admissions
  • District of Columbia
  • Maryland
Education
  • J.D., Georgetown University Law Center
  • B.A., with distinction, University of Michigan
Memberships

  • Leadership Council on Legal Diversity 2021 Class of Pathfinders

Publications

See All

Upcoming Presentations

Presentations

Speaking Engagements

  • Presenter, “Financial Services Regulatory Workshop,” Stradley Ronon CLE
Read More
Back to top