Katie Zhou

Katie Zhou is currently an Investment Strategy Associate at Addepar, specializing in investment analytics solutions since November 2023. Previously, Katie served as an Equity Research Assistant Vice President at Barclays focusing on multi-industry analysis from June to November 2023. Prior experience includes roles at Credit Suisse as an Equity Research Associate and Equity Research Analyst between July 2020 and May 2023, and as a Summer Analyst in 2019. Other notable positions include a Treasury Reporting Internship at BMW US Capital, wealth management and marketing internships, and various assistant roles at Princeton University during undergraduate studies. Katie Zhou holds a Bachelor's degree in Economics with minors in Finance and Computer Science from Princeton University, where studies were completed in 2020.