Katie joined Santé in 2022 as Controller, managing the firm’s accounting and financial reporting.
Before joining Santé, she was a Senior Accounting Manager at Dimensional Fund Advisors, managing eight global entities’ financial reporting and accounting close and consolidation processes.
Prior to that, she spent two years providing review and oversight of the back-office accounting for all of Dimensional’s US and Canadian mutual funds. Katie also spent five years in fund accounting and administration at UMB Fund Services, working directly with clients to ensure accurate accounting and reporting for the funds.
She earned her BBA in accounting from the University of Wisconsin-Eau Claire.
What is one of your favorite quotes?
"Courage is what it takes to stand up and speak, it’s also what it takes to sit down and listen." - Winston Churchill
What hobbies or activities do you enjoy?
I enjoy playing tennis, going to concerts with friends and kayaking on Town Lake.