Katie Leonard is a client analyst for Marquette Associates with seven years of investment experience and works from our West Chester office. She joined the firm in 2022 and actively supports consultants in all aspects of client service on a variety of client relationships. She serves as the secondary point of contact and is responsible for the daily administration and management of institutional investment portfolios.

Prior to joining Marquette, Katie was a senior onboarding and transition analyst at Brinker Capital Investments.

Katie holds a B.A. in English and creative writing from Eastern University.