Katie is the Director of PWM’s Experienced Financial Advisor Recruiting Strategy and a Market Director for Private Wealth Management, focused on Wisconsin and Northern Illinois. She has over 15 years of experience with the firm. In her role, Katie leads a robust recruiting strategy that drives the attraction, onboarding & integration of experienced Financial Advisor talent within the organization. In addition to these responsibilities, she also leads a long-standing Market in which she is focused on advancing PWM’s strategic priorities.
Before moving into her current role, she served in numerous leadership roles within Private Wealth Management, including Chief Talent Officer and Director of Branch Support. Katie also serves as a member of Baird’s Health Care and Talent Executive Sub-Committees.
In addition to her time with Baird, Katie spent several years leading the Talent Management strategy at a regional public accounting firm. As a Senior Manager, she was a partner and advisor to her clients; and she led a dynamic team of professionals focused on developing and guiding the overall Talent strategy.
Katie earned her BBA from Marquette University, and she also holds the FINRA Series 7, 66 licenses. She is an active member of TEMPO and the United Way.
Katie and her husband Patrick live in Elm Grove, WI with their four children. Outside of work, Katie enjoys spending time with family, watching her children in their many athletic and academic activities, and volunteering at community events.