Katie Wartman
About Katie Wartman
Katie Wartman is the Assistant Vice President at Brookfield Asset Management in New York, with a background in marketing and investment research. She holds a Bachelor of Science in Labor and Industrial Relations from Cornell University.
Current Role at Brookfield Asset Management
Katie Wartman currently holds the title of Assistant Vice President at Brookfield Asset Management in New York, New York. In this role, she is responsible for numerous tasks that contribute to the overarching objectives of the firm. Her responsibilities likely span various aspects of asset management, including client relations and investment strategies.
Career at Brookfield Asset Management
Before becoming Assistant Vice President, Katie Wartman served as an Associate at Brookfield Asset Management from 2021 to 2023. During this period, she garnered extensive experience in asset management, preparing her for her current role. This career progression highlights her ability to grow within the company and assume greater responsibilities.
Previous Experience at Cohen & Steers
Katie Wartman worked at Cohen & Steers as a Channel Marketing Associate from 2020 to 2021. Prior to this, she served as a Consultant Relations Summer Associate in 2019 for two months. These roles involved marketing initiatives and relationship management, providing her with a broad skill set that she has carried forward in her career.
Educational Background
Katie Wartman holds a Bachelor of Science in Labor and Industrial Relations from Cornell University. During her time at Cornell, she participated in the Cornell University Investment Club, where she likely developed foundational knowledge and skills related to finance and investment. Before college, she earned a High School Diploma from Trinity School in New York City.
Early Career Internships
Katie Wartman’s early career includes a series of internships that enriched her experience in various domains. She interned at Oberon Securities, LLC as a Summer Intern in 2014, focusing on financial analysis and market research. In 2018, she was an Investment Research Summer Analyst at Cannell & Co., conducting in-depth research on potential investment opportunities. Additionally, she served as a Campus Marketing Ambassador for Bumble, where she developed marketing strategies to increase brand awareness on campus.