Katie is a Member of the Board of Managers and shareholder at Pathstone. She is also a Board Director and member of the Audit, Distribution, Investment, and Trust Committees at Laurel Trust Company.
Before joining Pathstone, Katie was the Founder of Hall Capital Partners, an Outsourced Chief Investment Office (OCIO) that advised on $45 billion in client assets. She was also a member of the firm’s Board of Directors, Executive Committee, and Investment Review Committee. Before founding Hall Capital Partners, Katie was a General Partner of Laurel Arbitrage Partners, a risk arbitrage investment partnership. Earlier in her career, she was a General Partner of HFS Management Partners (predecessor to Farallon Capital Partners) and Hellman & Friedman. Katie began her career at Morgan Stanley, where she worked in both the risk arbitrage and mergers and acquisitions departments.
Katie graduated cum laude from Princeton University with a bachelor’s degree and earned an MBA from Stanford. She serves as a Board Member for a number of corporate boards (including Gap Inc. and Ariat International) and is active on the Board of UCSF Foundation, UCSF Foundation Investment Company and SFMOMA. Katie is Chair of the Board of Trustees of the Andrew W. Mellon Foundation.
