Katie Eldred, AIF®

Financial Advisor,
Relationship Management

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Biography
Education & Other Highlights
Location(s)

Katie Eldred is an institutional advisor based in Greenwood Village, CO.

Katie joined CAPTRUST in 2021 from Ellwood Associates and serves as a financial advisor, relationship management. She provides investment advisory services to clients, focusing on corporate retirement plans, nonprofits, endowments, and foundations.

At Ellwood, Katie was a member of the defined contribution team and led the non-U.S. emerging markets and international small-cap manager research team. She holds a Bachelor of Business Administration degree in marketing and management and human resources from the University of Wisconsin-Madison.

Education

  • Bachelor of Business Administration degree in marketing and management and human resources from the University of Wisconsin-Madison

Industry Designations

  • Accredited Investment Fiduciary®

Industry Involvement

  • Women Investment Professionals
  • Defined Contribution Institutional Investment Association

Awards & Recognition

  • NAPA Top DC Advisor Teams | 2022 (CAPTRUST Greenwood Village)

Resources

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