Katherine Tallett

Senior Associate at EPIQ Capital Group

Katherine Tallett has a diverse work experience that spans across multiple industries. In 2019, they began their career as a Project Management Intern at Progress Consulting and later served as a Finance Intern at the Big Brother Big Sister Foundation, Inc. Katherine then worked as a Data Quality Specialist at The World Food Prize Foundation.

In 2020, Katherine took on two internships, serving as a Data Management Intern at the Toilet Board Coalition and a Financial Planning and Analysis Intern at Vision Financial Group, LLC - Iowa.

In 2021, they worked as a Portfolio Implementation Associate at Fisher Investments. Currently, Katherine is employed at EPIQ Capital Group, where they started as a Financial Analyst in April 2022 and was later promoted to Senior Financial Analyst in January 2023.

Katherine Tallett completed their Bachelor's of Science and Business Administration in International Business from Drake University from 2017 to 2021. In addition to their formal education, they obtained certifications such as the Series 65 from FINRA in September 2022 and various Microsoft Office Specialist certifications in 2015 and 2016. Katherine also received the Salesforce Certified Administrator (SCA) certification from The World Food Prize Foundation in August 2019 and the Google Ads Searched certification from Google in March 2020. Furthermore, in 2020, they pursued further education in Banking, Finance, and Social Responsibility at the School for International Training.

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Dallas, United States

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EPIQ Capital Group

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EPIQ Capital Group is a boutique multi-family office delivering a high-quality client experience to prominent senior executives, founders, and early-employees of high-profile companies who have significant wealth. Adhering to a fiduciary standard of care, EPIQ does not have internally-managed proprietary funds. EPIQ clients are provided access to the investments and investing acumen that families of significant wealth deserve.


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11-50

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