Katie Kerfoot

Vice President at Omega Funds

Katie joined Omega Funds in 2019. She leads the firm’s communications strategy and investor relations initiatives, including marketing and fundraising. Katie is also involved in the portfolio management of public company investments.

Prior to joining Omega, Katie spent five years in equity research covering specialty pharmaceutical companies, initially as an Associate at BMO Capital Markets in New York and most recently as a Vice President at Wells Fargo Securities in New York. Katie also has an extensive journalism background, including on-air roles with an NBC-affiliate local news station and a national online news network, along with reporting/producing positions with CNBC and Bloomberg, in New York and London. Katie graduated cum laude from the School of Journalism at the University of Missouri with a Bachelor of Journalism degree. She also maintains FINRA Series 7, 63, 79, 86, and 87 licenses and is a CFA Level III Exam Candidate.

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Timeline

  • Vice President

    Current role