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Katie Kerfoot

IR, Comms & Marketing - Private Assets

Barcelona, Catalonia

Overview 

Katie Kerfoot is a Vice President at Omega Funds with a background in broadcast journalism and equity research, having held roles at Wells Fargo Securities and BMO Capital Markets. She has a Bachelor's degree from the University of Missouri-Columbia and specializes in investing in private assets, particularly in the sectors of Pharmaceuticals, Digital Health, BioTech, and Health IT. Kerfoot's career highlights include her current role at Omega Funds as Vice President, where she leverages her skills in storytelling and video production to support investments in Series B, Series A, and Seed stage companies. Additionally, her experience in equity research and journalism at reputable institutions like Wells Fargo Securities and Bloomberg LP showcases her diverse expertise in finance and media.

Work Experience 

  • Vice President

    2019 - 2024

  • Senior Associate

    2019 - 2019

Omega Funds global life sciences-based investment firm that specializes in direct secondary transactions.

  • Vice President Equity Research

    2018 - 2018

    Coverage Universe: Specialty & Major Pharmaceuticals

  • Equity Research Associate

    2015 - 2018

    Coverage Universe: Specialty & Major Pharmaceuticals

Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.

  • Equity Research Associate

    2013 - 2015

    Coverage Universe: Specialty Pharmaceuticals

  • Equity Markets Reporter

    2013 - 2013

  • Writer/Producer/Anchor

    2013 - 2013

Newsy is a multisource video news service that analyzes world news and produces streaming video clips.

Raised $3,500,000.00.

  • Personal Finance Blogger

    2012 - 2013

National Endowment for Financial Education is a nonprofit foundation that educates Americans on a broad range of financial topics.

  • Reporter/Anchor | Multimedia Journalist

    2010 - 2013

    Broke news on the status of a local Hostess manufacturing plant during the company's bankruptcy and, through a series of reports, revealed inconsistencies in a government-funded housing rehabilitation program that led to a change in city management Established the KOMU8 News Market Report: wrote, produced, edited & anchored a weekly business segment, which highlighted news influencing local businesses and global markets

KOMU-TV is the NBC-affiliated television station for Mid-Missouri and it broadcasts a high definition digital signal on VHF channel 8.

  • Production Assistant, European Closing Bell

    2012 - 2012

  • Social Media

    2012 - 2012

CNBC is a news network that offers business and financial news from around the world.

  • Production Assistant

    2009 - 2011

  • Instructor

    2006 - 2009

Articles About Katie

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