GENERAL INQUIRIES
EMPLOYMENT OPPORTUNITIES
MEDIA INQUIRIES
LOCATIONS & DIRECTIONS

CLIENT LOGIN

Katie Klingensmith

Senior Vice President – Investment Specialist

650-245-2698 Email

Katie provides research and communication to clients, consultants, and prospects in support of our investment strategies and global macroeconomic views. She joined the Firm in 2021 from Franklin Templeton, where she worked as an Investment Director for Templeton Global Macro (2016-2021). Katie previously served as a senior currency and macro analyst and client-facing resource at UBS (2006-2015), an international economist for the US Treasury focused on Latin America (2004-2006), and an analyst at the Federal Reserve Board on emergency liquidity (2001-2004). Katie also held roles at BankBoston in Argentina, ACCION International, and the World Bank. She holds a B.A. with High Honors from Swarthmore College, an M.P.P. from Harvard's Kennedy School, and received a Fulbright Fellowship (University of Coimbra) and a Paul Harris Rotary Graduate Fellowship (University of Buenos Aires). She has lived and studied in Spain, El Salvador, Portugal, Argentina, Brazil and Switzerland. Katie holds FINRA Series 7, 24 and 63.