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Katie Eldred, AIF®

Katie Eldred, AIF®

Vice President,
Financial Advisor

  • Beloit, WI
  • My Brilliant Friend | Legally Blonde
  • Samin Nosrat, Molly Baz, and Stanley Tucci
  • Open minded, candid, and kind

Financial Advisors

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

CAPTRUST welcomed Katie to our team in 2021. As a vice president and financial advisor, she provides investment advisory services to clients, focusing on corporate retirement plans, nonprofits, endowments, and foundations.

Katie joined us from Ellwood Associates—a comprehensive financial services firm—where she served as a consultant. She was a member of the defined contribution team and led the non-U.S. emerging markets and international small-cap manager research team. Katie earned 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
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