Katie Phillips (Godfrey)

Katie (Godfrey) Phillips, CFA has a strong background in financial services, with experience at both Loomis, Sayles & Company and Wellesley Investment Advisors, Inc. At Loomis, Sayles & Company, they worked in various roles including Director, Strategic Relationships, Vice President, Strategic Relationship Associate, Senior Client Portfolio Analyst, and Client Portfolio Analyst. Katie joined the company in 2015 and is currently serving as the Director, Strategic Relationships. At Wellesley Investment Advisors, Inc., they held positions such as Vice President, Relationship Management, Senior Analyst, Analyst, and Client Service Representative. Katie started their career with the company in 2009 and left in 2015 to join Loomis, Sayles & Company.

Katie (Godfrey) Phillips, CFA obtained their Bachelor of Science degree in Economics & Finance from Bentley University, where they studied from 2006 to 2009. Katie has also achieved several additional certifications, including the Chartered Financial Analyst (CFA) Charterholder designation from the CFA Institute in October 2021. In February 2018, they obtained the Series 7 certification from FINRA (Financial Industry Regulatory Authority), and in October 2010, they obtained the Series 65 certification from the Financial Industry Regulatory Authority. Additionally, Katie has passed the CFA Level III exam, but the specific month and year of the achievement are not provided.