Professional Bio
Katie is a Managing Director and a senior member of the investment team with over 20 years of experience in the investment management industry. Prior to joining FFT, Katie served in similar roles at Zeke Capital and Abbot Downing, Wells Fargo’s Family Office.
Earlier in her career, Katie worked in Institutional Client Relations at Turner Investments and CDO Asset Management at Cohen & Company. She completed the Investment Associate program at the University of Pennsylvania where she supported the CIO of the endowment.
Katie started her career in Institutional Equity Sales at Citigroup.
She received a bachelor’s degree in finance from Loyola University Maryland. She holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society Philadelphia. She is also a Chartered Alternative Investment Analyst (CAIA) and a member of the CAIA Association Pennsylvania where she serves as a Chapter Executive.
