Meet Katie

Katie Webster
Trading Operations Analyst

I’m a dedicated Trading Operations Analyst who holds Series 7 and Series 63 licenses, with experience both behind the scenes and on the front lines of investing. Prior to joining Fool Wealth, I served in a client-facing role at Vanguard and as an analyst at BNY Mellon. I believe what makes Fool Wealth different is the collective understanding and individual passion each Fool has about reaching financial goals. “Buy-and-hold” is a phrase you’ll never hear two Fools argue about, and that collective commitment to our fundamental investment philosophy is what I believe positions our firm to thrive.

A little bit more about Katie...

My grandpa was a financial advisor and always emphasized saving and investing early to set myself up well for the future. I worked hard in my finance courses to make my grandpa proud, but it wasn't until I actually joined the workforce that I found a true passion for investing. I was able to directly see the impact investing had for ordinary people like myself – being able to save for retirement, afford college tuition, or buy a house – all things that wouldn't have been possible otherwise. It’s very satisfying to look beyond simple numbers on a screen and see the tangible difference saving and investing can make in peoples’ lives.

Get to know Katie...

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What do you like to do in your spare time?

I love cooking, traveling, and spending time with family.

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What is your favorite place in the whole world?

Florence, Italy (Fun fact: I studied Italian alongside Finance at the University of Pittsburgh.)

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What are your dream retirement goals?

My wife and I dream of one day buying an apartment in Europe and traveling the world.

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