• Board Governance
  • Due Diligence
  • event fundraising
  • Event Planning
  • Executive Committee functions
  • Financial Analysis
  • financial forecasting
  • Financial management
  • Financial Modeling
  • Financial research analysis
  • Institutional investment management
  • Investment policy statements

Katie M.

Strategy & Finance


University of Colorado, Boulder, Colorado – BA Economics
University of Colorado, Boulder, Colorado – MBA
Chartered Financial Analyst


Katie’s professional work experience includes 10 years in institutional investment management. As an assistant portfolio manager, she oversaw the investments of a small cap mutual fund with over $1 billion in assets with a personal focus on the healthcare and consumer industries. She embraced the intellectual rigors of this work environment and succeeded in the demands for critical thinking, attention to detail and autonomous work. She holds a Master’s Degree in Business Administration and is a CFA Charterholder.

She has invested an equivalent amount of time working in her community. As a board member of two nonprofit organizations, she has shared her professional experience and strengths in advising the operations of these organizations. Katie has used her finance skills to support and advise organizations in their financial strategy. This work has included annual budgeting, financial forecasting in conjunction with overall organizational longer term strategy and building Investment Policy Statements. She has supported organizations in evaluating their governance structure. Katie also has built development skills supporting numerous organizations with their fundraising activity.

She continues to seek opportunities wherein she can leverage her financial skills with her passion for her community. As a consultant, she has offered due diligence services to foundations active in Program Related Investing. These projects have involved extensive research and financial analysis of for profit companies whose business models support the mission of a foundation or satisfy the personal goals for impact investing. Her skills can also be leveraged to other organizations seeking their own financial modeling, forecasting and analysis.