Katie Schoen
InvestorVice President at Baird Capital
Milwaukee, Wisconsin
Writes $100K – $5M checks · typically $1.5M
Experience
- Baird CapitalGlobal Head of Capital Formationcurrent2026 — presentChicago, Illinois, United States
- Baird CapitalPrincipal, Director of Investor Relationscurrent2023 — present
- Baird CapitalGlobal Head of Investor Relations & Operations2024 — 2026Chicago, Illinois, United States
- Baird CapitalVice President2020 — 2023Chicago, Illinois, United States
- BairdEquity and Fixed Income Research Manager2016 — 2020Greater Milwaukee Area
- BairdSenior Vice President - PWM Equity Senior Analyst2013 — 2016Milwaukee
- BairdAnalyst2008 — 2013
- Wells Capital ManagementEquity Intern2007Greater Chicago Area
Education
- Marquette UniversityBS, Finance, International Business, AIM2004 — 2008
Skills & more
Strategic Development1Network Expansion1Shareholder1Equities15Mutual Funds4Series 73Portfolio Management10Investments13Alternative Investments4Asset Management6Investment Strategies5Wealth Management4
+9 more
FinanceSecuritiesAsset AllocationInvestment ManagementInvestment AdvisoryETFsFixed IncomeTradingSeries 63- 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 Ferguson
Partner at Baird Capital
Andrew McRae
Operating Advisor at Baird Capital
Andrew Szyman
Vice President at Baird Capital
Andy Tse
Consultant at Baird Capital
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
- 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.
Same school
Also attended Marquette University38
Adrián MachoAssociate at Inveready Technology Investment GroupTodd CozzensInvestor at TRANSFORMATION CAPITALBennett ThomasGeneral Partner at Triple Impact CapitalTed NeelyVenture Partner at Exit Quotient VenturesMatt KelleyDirector, FINTOP Network at FINTOP CapitalMartha GallagherOf Counsel at Cultivation Capital
+ 32 more
Shared employers
Also worked at Baird Capital31
Tom DesmondPartner at Velocity Fintech VenturesAaron RudbergManaging Partner at S2G InvestmentsNicole WalkerSenior Advisor at 2Flo VenturesJohn ReimVice President of Business Development at Baird CapitalGordon PanPresident at Baird CapitalJoanna ArrasPartner at Baird Capital
+ 25 more
Also worked at Baird43
Helen LinInvestor at At One VenturesJames FalkoffPartner at ConvergeAndrew MinickAssociate at Perot JainRenee RyanInvestor at DigitalDx VenturesRichard ConklinManaging Director at First AnalysisMarkie MasriPrincipal at Frontenac
+ 37 more
