Katie Schoen, Global Head of Investor Relations & Operations

Katie is the Global Head of Investor Relations & Operations for Baird Capital. Prior to joining Baird Capital, she spent 12 years in Baird’s Private Wealth Management Research team, overseeing the equity and fixed income analysts who support Baird’s Financial Advisors with portfolio management and security selection using individual stocks, bonds and ETFs.

Katie graduated cum laude from Marquette University with a Bachelor of Science degree in finance and international business. She holds both the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations. Katie is active in the community having served as past presidents of the CFA Society of Milwaukee, Girls on the Run of Southeastern Wisconsin and is a past chair of Baird’s Women’s Associate Resource Group, Ascend.