Kolena Bethea serves as the Portfolio Administrator at Biechele Royce Advisors, and supports Tom Barrett, Chief Investment Officer. In this role, she assists in all areas of portfolio management, research and client-related services. This process includes continuously analyzing global economic trends and individual securities for prospect portfolio additions to stay competitive and current. She also assists in maintaining investment model data for trade and rebalancing as well as portfolio accounting systems.
She is a graduate of IUPUI, Indianapolis in 2013 with a Bachelors degree from the Kelley School of Business and a minor in International Business. Her internships at Northwestern Mutual and Benefit Innovations led her to the financial services industry, through which she acquired her Series 65 registration.
Kolena enjoys participating in local races including the Drum Stick Dash in Broad Ripple on Thanksgiving Day, the Indianapolis Mini-Marathon, and the Autism Awareness 10k in Noblesville. She also enjoys traveling, painting wall art, spoiling her dog Kenzie and spending time with friends and family.