Katie Beard

About Katie Beard

I’m a relationship-driven leader with 15+ years of experience across financial services, marketing, and client success, all centered on one belief: great relationships build great businesses.I partner with strategic accounts across wealth and asset management to uncover opportunities, align cross-functional teams, and translate complex solutions into meaningful outcomes for clients.Before this, I led global product marketing for Morningstar’s flagship platforms, bringing data, reporting, and analytics solutions to life through clear storytelling and collaboration. My earlier years were spent in client-facing roles, from financial consulting to customer success, managing multimillion-dollar books of business and learning firsthand the importance of trust, responsiveness, and long-term partnership.At my core, I’m a connector. I love bringing people together, creating clarity where there’s complexity, and helping teams move from conversation to action.When I’m not working, you’ll usually find me involved with the Costume Council at the Chicago History Museum, out on the golf course, or planning my next adventure.

Experience

1. Vice President, Strategic Account Executive

   Morningstar

   Sep 2025 — Present · Chicago, IL, US

Education

• Western Kentucky University

  Bachelor of Arts, Public Relations, Political Science, Political Communication

  2004 — 2009