Investment Operations Specialist
Katie is an Investment Operations Specialist. In this position she focuses on the back-office operations of reporting, trading and project management. Prior to joining McGill Advisors, Katie obtained over 10 years of wealth management experience working in both operations for wealth management firms and for financial technology companies that power the industry. Katie is a native of Maryland and moved south to attend the University of South Carolina where she graduated with a degree in Finance. As a resident of Charlotte for ten years, she lives in a historic neighborhood just outside of Uptown with her husband, Jack, and their two children. In her free time, she enjoys exploring Charlotte, live music, and the great outdoors. Katie is especially fond of our National Parks, of which she has visited more than half.