Katie Klingensmith
Chief Investment Strategist @Edelman Financial Engines
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WORK HISTORY
Chief Investment Strategist @Edelman Financial Engines
San Francisco, CA, US
In this newly created role, Katie is charged with bringing together Investment Management, Wealth Planning, and Marketing at Edelman Financial Engines, ranked by Barron\'s as the nation\'s top independent financial planning and investment advisory firm. Katie serves as a central point of contact for Investment Management internally as well as helping to tell the EFE story externally, representing EFE’s insights in the media and in other public forums.
EDUCATION
Harvard Kennedy School
Master, Public Policy; Macroeconomics, International Trade & Finance
Universidad de Sevilla
Undergraduate coursework, Economic history
Fulbright Fellow, University of Coimbra, Portugal
Graduate research, Economic and Colonial History
Swarthmore College
BA, High Honors, History, Public Policy, Latin American Studies
Rotary Fellowship, University of Buenos Aires, Argentina
Graduate coursework, Economic History
ABOUT KATIE KLINGENSMITH
Accomplished financial services leader with diverse experiences in capital markets research, client communication and product management. Katie has a flare for communicating complex economic and investment concepts to clients and the public. Passion for leadership and developing people. Extensive experience across government, wealth management and asset management. Skilled at investor and public communication, managing teams and execution. Deep expertise in foreign exchange, global fixed income, asset allocation, all things LatAm, product strategy, payment systems and public speaking. High energy connector with an enthusiasm for learning, creating and getting things done.
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