AMG Funds
Katie Schroeder is a seasoned professional in client solutions and sales enablement within the asset management industry. Currently serving in a Client Solutions role at AMG since January 2023, Katie focuses on supporting global distribution efforts across various sectors, including alternatives and mutual funds. Previously, Katie managed the internal sales team at AMG Funds from April 2015 to March 2023, covering multiple channels such as wirehouses and independent investment advisors. Prior experience includes roles at UBS Global Asset Management from June 2004 to April 2015, where Katie held positions such as Director of Private Client Alternative Investments and Alternative Investments Specialist. Katie earned a Bachelor of Science degree in Human & Organizational Development from Vanderbilt University in 2004.
AMG Funds
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AMG Funds is a part of Affiliated Managers Group (AMG), a publicly traded global investment firm. AMG is a long-term investor in, and strategic partner to, leading independent investment firms globally, providing the advantages of partnership to magnify their success, while they retain their operational autonomy and investment independence. AMG Funds offers financial advisors and their clients access to investor-led independent managers with differentiated investment solutions that are essential to fulfilling long-term client portfolio investment objectives. Important disclosures are located here: amgfunds.com/social