In Katie’s role as the Director of Institutional Business Development & Marketing, she focuses on driving the growth of our firm through strategic client acquisition, marketing, and effective relationship management within the institutional space.

The early part of her career was spent working with institutional and individual investors at an independent wealth management and financial services firm. Subsequently, she joined a hedge fund where she led Investor Relations efforts, primarily working with institutional investors. She also has experience in the investment banking space, cultivating relationships with investors for growth equity raises in various sectors. Prior to joining SAM, she played a pivotal role in the growth of one of the top SaaS Fintech firms, working exclusively with Asset & Wealth Managers, Banks, Investment Banks, and Insurance Companies.

Katie earned a BA from Denison University. She currently resides in New York and enjoys watching sports, cooking, sailing, and traveling.