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Katie Schoen

Investor

Vice President at Baird Capital

Milwaukee, Wisconsin

Writes $100K – $5M checks · typically $1.5M

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Contact· self-published, not guessed

Experience

  1. Baird CapitalGlobal Head of Capital Formationcurrent2026 — presentChicago, Illinois, United States
  2. Baird CapitalPrincipal, Director of Investor Relationscurrent2023 — present
  3. Baird CapitalGlobal Head of Investor Relations & Operations2024 — 2026Chicago, Illinois, United States
  4. Baird CapitalVice President2020 — 2023Chicago, Illinois, United States
  5. BairdEquity and Fixed Income Research Manager2016 — 2020Greater Milwaukee Area
  6. BairdSenior Vice President - PWM Equity Senior Analyst2013 — 2016Milwaukee
  7. BairdAnalyst2008 — 2013
  8. Wells Capital ManagementEquity Research Intern2007Greater Chicago Area

Skills & more

Strategic Development1Network Expansion1Shareholder1Equities15Mutual Funds4Series 636Series 73Portfolio Management10Investments13Alternative Investments4Asset Management6Investment Strategies5
+8 moreWealth ManagementFinanceSecuritiesAsset AllocationInvestment ManagementInvestment AdvisoryETFsFixed Income
  • Chartered Alternative Investment Analyst (CAIA)
  • Chartered Financial Analyst

From Katie's professional profile.

Colleagues at Baird Capital

Aidan Elliott
Investment Director at Baird Capital
Andrew McRae
Operating Advisor at Baird Capital
Andrew Szyman
Vice President at Baird Capital
Andy Tse
Consultant at Baird Capital
Angela M. Palmer
General Partner at BVP Affiliates
Anika Marie Allen
Business Development Specialist at Baird Capital
Anjan Krishna
Senior Associate at Baird Capital
Ashwin Sankrithi
Associate at Baird Capital

Frequently asked questions

Who is Katie Schoen?
Global Head of Capital Formation at Baird Capital
Where does Katie Schoen work?
Katie Schoen is Vice President at Baird Capital.
What check size does Katie Schoen write?
Katie Schoen typically writes checks of $100K – $5M.
Where did Katie Schoen go to school?
Katie Schoen studied at Marquette University (BS, Finance, International Business, AIM).

Same school

Shared employers