Katie Schoen

Katie oversees investor relations for Baird Capital. Prior to joining Baird Capital, she spent 12 years in Baird’s Private Wealth Management Research team, overseeing the equity and fixed income analysts who support Baird’s Financial Advisors with portfolio management and security selection using individual stocks, bonds and ETFs.

Katie graduated cum laude from Marquette University with a Bachelor of Science degree in finance and international business. She holds both the Chartered Financial Analyst and Chartered Alternative Investment Analyst designations. Katie is the current President of the CFA Society of Milwaukee and is a past chair of Baird’s Women’s Associate Resource Group, Ascend.