who we are

Pearl Quest, LLC. Financial data science consulting & Education services


  • Financial Data Professional Institute
  • Journal of Alternative Investments
  • Alternative Investments Analyst Review
  • Wiley Efficient Learning / CAIA
  • Center for International Securities and Derivatives Markets
  • Practical Applications

Kathryn Wilkens, Ph.D., CAIA, is the president and founder of Pearl Quest LLC providing a host of research, operational and educational consulting services in the areas of investments and data science. She is a senior advisor to the Financial Data Professional Institute, copy editor for the Journal of Alternative Investments, regular contributor to Practical Applications, subject matter expert for Wiley's Efficient Learning Platform (Chartered Alternative Investment Analyst exams) and a research associate with the Center for International Securities and Derivatives Markets at the University of Massachusetts at Amherst where she earned her MBA and Ph.D.

Kathryn has a long history of advancing research and education in the alternative investment space. She served on the advisory board of the Chartered Alternative Investment Association from 2002-2005 and established an educational software company to support CAIA exam candidates in 2002. She sold her company’s operations to Institutional Investors, Inc. and joined CAIA as its full time director of curriculum in 2007. There, she produced the first full set of internally developed textbooks for their educational program. Over the years she has published several journal articles and book chapters on investments.  

Pearl Quest was established in 2011. The company works with sub-contractors as needed. If you are qualified and interested in subcontracting opportunities, please contact Kathryn.