KS

Katie Schoen

Global Head of Investor Relations and Operations

Greater Milwaukee

Investor
VC

Invests in

  • Min Investment:

    $100,000.00

  • Max Investment:

    $5,000,000.00

  • Target Investment:

    $1,500,000.00

Skills

Strategic Development
Network Expansion
Shareholder
Equities
Mutual Funds
Series 63
Series 7
Portfolio Management
Investments
Alternative Investments
Asset Management
Investment Strategies
Wealth Management
Finance
Securities
Asset Allocation
Investment Management
Investment Advisory
ETFs
Fixed Income

Education

Work Experience

Baird Capital

2020

  • Global Head of Investor Relations & Operations

    2024

  • Principal, Director of Investor Relations

    2023

  • Vice President

    2020 - 2023

    As the Vice President of Baird Capital I oversee investor relations, fundraising, and marketing for Baird's Private Equity and Venture Capital portfolios.

Baird

2008 - 2020

  • Equity and Fixed Income Research Manager

    2016 - 2020

    In my current role of Senior Vice President and Manager of the Private Wealth Management Equity and Fixed Income Research Department, I manage a team of analysts with responsibility for providing portfolio investment strategies to Baird’s PWM Financial Advisors. Our team provides model portfolios, research, and consulting on individual stocks, bonds, and Exchange Traded Product (ETP) positions. I am a voting member of Baird’s Equity Recommended Portfolio and supports the construction of the Baird Equity Idea List. I also have responsibilty for portfolio management amd research associated with ETPs. I hold the Series 7, 63, 86/87, and 24 professional licenses and I have successfully completed all three levels of the Chartered Financial Analyst (CFA®) designation. I also hold the Chartered Alternative Investment Analyst (CAIA®) designation.

  • Senior Vice President - PWM Equity Senior Analyst

    2013 - 2016

    For nearly 95 years, Baird has As a Senior analyst in the Private Wealth Management Equity Strategy Group, I am responsible for providing portfolio investment strategies to Baird’s Private Wealth Management Financial Advisors, along with comments on individual equity and Exchange Traded Product (ETP) positions. I am a voting member of Baird’s Equity Recommended Portfolio and supports the construction of the Baird Equity Idea List. Starting in 2008, I also gained responsibility for developing Baird’s ETP research offerings and product management associated with ETPs. I hold the Series 7, 63, and 86/87 professional licenses and I have successfully completed all three levels of the Chartered Financial Analyst (CFA®) designation. I also hold the Chartered Alternative Investment Analyst (CAIA®) designation.

  • Analyst

    2008 - 2013

Wells Capital Management

2007 - 2007

  • Equity Intern

    2007 - 2007

    Intern on the Small/Mid Cap Core Equity funds managaed by Dick Weiss and Ann Miletti