Vice President, Operations
For Innovative Portfolios and its affiliated investment advisory companies, Kat serves as Operations Manager, trading many of the firms’ managed portfolios, managing internal and institutional performance reporting and audits, maintaining mass communications with clients and prospects, and helping with workflow and database management.
Kat began her career at Charles Schwab & Co. as a client service specialist, subsequently moving to a supervisory role in Retirement Services and the Trust and Estates departments. There, she enjoyed both working with clients on challenging estate issues and collaborating with teammates on workflows and procedures, overseeing cashiering, and providing coaching and reviews.
Kat graduated with Honors from the Indiana University Kelley School of Business with a B.S. in Marketing. While at IU, she was a Kelley Scholar and a member of the Hutton Honors College, and also studied Germanics and Metalsmithing. In her free time, she enjoys renovating houses, visiting local breweries and discovering new hiking trails with her dogs.