Katie Schoen

Global Head of Investor Relations & Operations

2024 - Current

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.

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

Equity Intern

2007 - 2007

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