Investment experience: 2 years; 2 years with firm

Katie joined Bailard in 2006. Her current responsibilities include account administration, serving as a custodian liaison and providing client service. Concurrently she works on the MY-FLEX® client service and sales team. Katie graduated Cum Laude in 2006 from the University of Portland with a BBA in finance and Spanish and is currently a CFA candidate. In her spare time, she enjoys running, downhill skiing, shopping, and baking.