Katie Anderson

Katie Anderson is an Associate at Sepio Capital, based in Salt Lake City, Utah, where she has served since January 2020. In her role, she supports the firm’s multifamily office and institutional investment advisory services, contributing to the management of diversified portfolios for high-net-worth individuals and institutional clients. Her responsibilities often include investment analysis, due diligence, and client relationship management.

Prior to joining Sepio Capital, Katie was an Investment Banking Associate and Analyst at Goldman Sachs, where she gained substantial experience in transactional advisory and capital markets between 2015 and 2017. Her professional background provides her with a solid foundation in financial modeling, market research, and transaction execution.

Katie holds a Bachelor of Arts in Economics from Princeton University and has pursued additional studies at The London School of Economics and the Menlo School. Her expertise encompasses diversified asset allocation strategies, with a particular focus on multi-asset portfolios for families and institutional investors, reflecting a broad and analytical approach to wealth management.