Katie serves as director – strategic partners for SJF and joined the firm in 2019.
Prior to joining SJF, Katie served in several roles for J.P. Morgan Asset Management from 2014 to 2019, including internal client advisor, financial advisor services associate and shareholder services associate.
Katie has a Bachelor of Arts in Economics and Women’s Studies from Denison University and a Master of Business Administration from The Ohio State University Fisher College of Business and holds the Series 7 and 63 FINRA securities licenses.