Katie Baker
About Katie Baker
Katie Baker is an Associate Wealth Advisor at The Colony Group in Boston, Massachusetts, where she has worked since 2019. She has a diverse background in finance and customer service, with previous roles at Eaton Vance, The Bulfinch Group, and Outback Steakhouse.
Work at Colony
Katie Baker has served as an Associate Wealth Advisor at The Colony Group since 2019. In this role, she provides financial advice and support to clients, leveraging her expertise in wealth management. Based in Boston, Massachusetts, she has contributed to the firm for five years, helping clients navigate their financial goals and investment strategies.
Education and Expertise
Katie Baker holds a Bachelor of Arts degree in Political Science and Government from Saint Michael's College, where she studied from 2009 to 2013. She furthered her education by obtaining a Master of Science degree from Kansas State University, completing her studies from 2019 to 2022. Her academic background equips her with a strong understanding of financial systems and client relations.
Background
Katie Baker began her professional career in the service industry, working as a Head Wait and Server at Outback Steakhouse in Tampa, Florida, from 2013 to 2014. She transitioned to the financial sector, starting as a Financial Representative at The Bulfinch Group in Needham, Massachusetts, from 2014 to 2015. She then worked at Eaton Vance as an Investment Operations Specialist and later as a Portfolio Administrator until 2019.
Coaching and Community Involvement
In addition to her financial career, Katie Baker has been involved in community service. In 2014, she served as the Head Coach of Chittenden County Swimming for Special Olympics Vermont for two months. She also worked as a Swim Instructor at the YMCA in Chicago, Illinois, from 2013 to 2014, where she taught swimming skills to various age groups.