Biography
Katie Phillips is a Director within Strategic Relationships at Loomis, Sayles & Company. In this role, she is focused on the firm’s institutional sub-advisory clients, covering a broad range of investment products and serving as an advocate and liaison with internal teams on behalf of her clients. Katie joined Loomis Sayles in 2015 and has 15 years of investment industry experience. Prior to Loomis Sayles, she was at Wellesley Investment Advisors as a vice president of relationship management, managing private wealth relationships. Katie earned a BS in economics and finance from Bentley University. She is a CFA® charterholder.
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