Katie Baker, Cfp®
About Katie Baker, Cfp®
Katie Baker, CFP®, serves as an Associate Wealth Advisor at The Colony Group in Boston, Massachusetts, where she has worked since 2019. She holds a Master of Science in Personal Financial Planning from Kansas State University and a Bachelor of Arts in Political Science and Government from Saint Michael's College.
Work at Colony
Katie Baker has served as an Associate Wealth Advisor at The Colony Group since 2019. In this role, she provides financial guidance and wealth management services to clients. Her tenure at The Colony Group has spanned five years, during which she has developed expertise in financial planning and investment strategies. The firm is located in Boston, Massachusetts, where Baker contributes to a team focused on delivering tailored financial solutions.
Education and Expertise
Katie Baker holds a Master of Science in Personal Financial Planning from Kansas State University, where she studied from 2019 to 2021. Prior to that, she earned a Bachelor of Arts in Political Science and Government from Saint Michael's College, completing her degree from 2009 to 2013. Additionally, she graduated with a High School Diploma from Sacred Heart High School in 2009. This educational background supports her role in wealth advising and financial planning.
Background
Katie Baker's professional background includes experience in both coaching and finance. Before joining The Colony Group, she worked as a Portfolio Administrator at Eaton Vance from 2015 to 2019, where she gained valuable insights into portfolio management. Additionally, she served as the Head Coach of Chittenden County Swimming for Special Olympics Vermont in 2014, which reflects her commitment to community engagement and leadership.
Professional Experience
Katie Baker has accumulated diverse professional experience in the financial sector. Her role as a Portfolio Administrator at Eaton Vance lasted four years, during which she was involved in managing investment portfolios. This experience laid the groundwork for her current position as an Associate Wealth Advisor. Her brief tenure as a coach also highlights her ability to lead and mentor individuals in different settings.