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Katie Hall Location
New York, NY, US
Katie Hall Work
2024 -now Director, Investment Research @
2021 -2024 Senior Investment Research Analyst @
2017 -2021 Vice President - Alternative Investment Due Diligence @
2015 -2017 Assistant Vice President - Alternative Investment Due Diligence @
2014 -2015 Assistant Vice President - Manager Research and Selection @
2014 -2014 Assistant Vice President - Fixed Income Valuations @
2011 -2014 Analyst - Fixed Income Valuations @
2010 -2011 Pricing Services Analyst @
2009 -2009 Summer Analyst @
Katie Hall Education
Lehigh University
BS (Finance)
2006-2010
Boston University
Semester Abroad - London Internship Program (Finance & Management)
2009-2009
Katie Hall Skills
Financial Modeling
Albourne
Financial Markets
Evestment
Project Management
Management
Morningstar
Due Diligence
Bloomberg
Microsoft Excel
Municipal Bonds
Bonds
Series 7
Fixed Income
Hedge Funds
Data Analysis
Series 66
Research
Valuation
Strategic Planning
Sales
Zephyr Style Advisor
PowerPoint
Katie Hall Summary
Katie Hall, based in New York, NY, US, is currently a Director, Investment Research at Man Group. Katie Hall brings experience from previous roles at Man Group, Stifel Financial Corp. and Barclays Wealth and Investment Management. Katie Hall holds a 2006 - 2010 BS in Finance @ Lehigh University. With a robust skill set that includes Financial Modeling, Albourne, Financial Markets, Evestment, Project Management and more. Katie Hall has 2 emails and 2 mobile phone numbers on RocketReach.
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