Katie serves as Controller for Bison Wealth and has over 15 years of accounting and operations experience within the investment management and financial services industries.
Katie began her career at Deloitte in Chicago where she audited primarily mutual fund, hedge fund and private equity clients. She then worked for Grosvenor Capital Management and Harris Associates in accounting and operations roles. Most recently, Katie was the Assistant Corporate Controller at Roark Capital Management, a PE firm in Atlanta, GA.
Katie graduated from Loyola University Chicago with a BBA in Accounting and earned an MSA in Accounting from the University of Notre Dame.