Katie earned her Bachelor of Business Administration degree in Finance from Loyola University Maryland. She is a CFA charterholder and a member of the CFA Society of Philadelphia. She also holds the Chartered Alternative Investment Analyst designation and is a member of the planning committee for the Philadelphia chapter. Prior to joining Zeke, Katie worked on the Asset Management team at Abbot Downing where she advised ultra high net worth families on their investments. Before joining Abbot Downing, Katie worked on the Institutional Client Relations team at Turner Investments and she completed the associate program at the University of Pennsylvania where she supported the CIO of the endowment. Earlier in her career she worked on the CDO Asset Management team at Cohen & Company and on the Institutional Equity Sales desk at Citigroup.
Katie lives in Phoenixville, PA with her husband, Kevin, three children and the family’s Vizsla, Monty.