Katie is a founding partner and managing director of Shorebridge Wealth Management. Prior to starting Shorebridge, Katie was a managing director at Hunter Associates, Inc., where she worked for 12 years. Before joining Hunter Associates, she served as the vice president of finance and administration for AAA East Central. Katie was also a senior consultant for Ernst & Young, LLP and worked for Rockwell International as a manager of human resources and as a systems analyst.
Katie holds an MBA degree from the University of Pittsburgh and a bachelor’s degree from the University of Michigan in Ann Arbor. She has held the Chartered Financial Analyst designation since 1998.
Katie currently serves on the Board of Directors for Aquinas Academy and volunteers for several service projects in her local community. Katie is a member of the CFA Society of Pittsburgh and the CFA Institute.
Raymond James is not affiliated with the above organizations.