Katelyn Hart

Katelyn Hart, CFA is currently the Vice President at Jordan Park Group, where Katelyn provides investment management and financial advice to individuals, families, and institutions. Prior to their current role, Katelyn served as an Assistant Vice President at Brown Brothers Harriman and an Analyst at Michaud Capital Management, LLC. Katelyn also worked as an Investment Strategist at Wells Fargo Private Bank, where Katelyn provided comprehensive asset management strategies to high net worth clients. Katelyn's expertise includes manager selection, asset allocation, creating investment policy statements, and managing investment portfolios. Katelyn graduated from the University of Colorado Denver and has a strong background in finance and investment management.