Katie is an associate portfolio manager at Brown Advisory. She's responsible for setting allocation frameworks and constructing custom balanced portfolios for clients. Prior to this, Katie was a summer analyst in 2019. She graduated Phi Beta Kappa from the University of Virginia with a bachelor of arts in mathematical statistics and a minor in health and wellbeing.

Education

  • University of Virginia, BA, Statistics

Community Involvement

  • Finance Committee, Baltimore Montessori Public Charter School

Certifications

  • Chartered Financial Analyst (CFA®)