Katie Ramsay

Katie Ramsay is a Partner, Vice President, and Wealth and Portfolio Specialist at Steward Partners Global Advisory in Manchester, NH, where she provides comprehensive wealth management and portfolio solutions to individuals, families, and select clients. In her current role, she focuses on multi-asset investment strategies and financial planning, tailoring recommendations for clients across equities, fixed income, and alternative investments. Her expertise includes holistic portfolio construction and aligning financial strategies with client needs, particularly for high-net-worth individuals and families.

Prior to joining Steward Partners in 2020, Katie held progressive consultant roles at Fidelity Investments, where she specialized in workplace retirement planning and participant education, and previously contributed to service teams at Putnam Investments as well. This experience equipped her with a strong foundation in employee benefits and personal financial guidance, which she leverages in her current advisory capacity.

Katie holds a Graduate Certificate in Financial Therapy from Kansas State University, an M.A. in Communications/Public Relations from Southern New Hampshire University, and a bachelor's in Communication: Business Applications from the University of New Hampshire. She is recognized for integrating communication skills with advanced financial planning, helping clients navigate complex planning needs and achieve their investment objectives.