Katie Smith

Director of Client Services


Katie joined our firm in April 2010 as an Associate. She is an experienced operations manager and has held senior level operations roles within local financial services companies. Katie leads our Operations Team and is responsible for ensuring clients receive white glove client service.

Educational Background

Katie graduated from The George Washington University, Washington, D.C. in 2003. She received a Bachelor of Business Administration degree with a concentration in Information Systems and a minor in Psychology. Katie is also a graduate of Loch Raven High School in Towson, MD.

Personal Information

Katie grew up in Loch Raven Village. Like many Baltimoreans, she spent five summers in Ocean City, Maryland where she worked at the Ocean City landmark and world famous, Fager’s Island. She loves to read, is a huge Baltimore Raven’s fan and currently lives in Glen Mills, PA.

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