Tue, Mar 16|
Supporting Social Justice with Your Investments
Join us in talking about racial inequity and learning how impact investing can help to close the racial wealth gap with Katie Sheehan, CFA, CFP, CAIA.
Time & Location
Mar 16, 2021, 12:00 PM – 1:00 PM EDT
About the Event
Peace of Time Wellness presents Katie Sheehan and understanding how impact investing cn help to close the racial wealth gap. As a Senior Portfolio Strategist for Key Private Bank, Katie proactively advises her clients on investment strategies and the integration of investment advice into their overall wealth management plan. Katie is a highly experienced professional and can access a comprehensive, diverse set of strategies and investment products to design a portfolio that meets each client’s unique situation. On an ongoing basis, she also draws on Key Private Bank’s deep resources and market knowledge to uncover investment opportunities that fit their portfolio strategy. Prior to joining Key, Katie served as a Portfolio Manager on the Investment Team of Fairport Wealth where she was responsible for helping set investment strategy with a focus on equities and overseeing the implementation of the firm’s Impact Investing models. Katie was previously with PNC as the Senior Fixed Income Strategist setting the Asset Management Group’s fixed income strategy, as well as providing fiduciary oversight for all discretionary fixed income securities. Prior to these roles, Katie supported the business of a veteran financial advisor at Northwestern Mutual. Katie received both her bachelor’s degree and MBA from Cleveland State University and has taught undergraduate finance at her alma mater. She has obtained the Chartered Financial Analyst (CFA) designation, the Certified Financial Planner (CFP) designation and the Chartered Alternative Investment Analyst (CAIA) designation. Katie sits on the board of directors for the Cleveland Rape Crisis Center, participating in their Finance Committee and Racial Equity Committee, is the Secretary for the YWCA Greater Cleveland Advisory Council, has been a mentor with CollegeNow Greater Cleveland since 2016 and has started an Invest For Better circle.