Jordan Park Group
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.
Jordan Park Group
Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes. Our mission is to enhance lives and legacies.