Katie Acosta

Katie Acosta is an Analyst with PCFO Services at Americana Partners, bringing more than a decade of experience supporting financial operations across a variety of industries, including nonprofit organizations, oil and gas, and project-based services.  In her role, Katie supports clients through accounts payable processes, vendor management, and reconciliations, supporting accurate and efficient financial operations. 

Prior to joining Americana, she served as a compliance officer for a nonprofit organization, where she led audit coordination, strengthened internal controls, and supported organization-wide compliance initiatives. Her background also includes experience in financial management and project accounting, where she partnered closely with teams to improve processes and maintain financial accuracy.

Outside of work, Katie enjoys traveling and spending time with her husband and three children.

Personal CFO (PCFO) services are non-investment services and do not include investment advice, portfolio management, or recommendations regarding securities. Investment advisory services are offered separately through Americana Partners in its capacity as a registered investment adviser.