Team
Katie Downey
Joined
GW&K 2026
Responsibilities
Katie is a member of GW&K’s private wealth client service team, where she supports our private wealth clients and helps ensure the effective implementation and administration of their wealth management plans.
Prior Work Experience
Prior to joining GW&K, Katie completed internships with Raymond James & Associates, where she researched and analyzed mutual funds for a team of financial advisors and gained experience with advisor operations and the client relationship process.
Education
Katie earned a BS in Finance, with minors in Management and Sociology, from Bentley University.
What do you love, or what excites you the most about your position/role?
What excites me most about this role is the opportunity to gain hands-on experience in the investment management industry while working closely with clients and learning from experienced professionals. I look forward to continuing to expand my industry knowledge and building a strong foundation for my long-term career. As I gain experience, I also hope to pursue either the CFA or CFP designation to further my education and deepen my knowledge of the industry.