Katie Stewart bio

 

Katie Stewart - Senior Investment Administrator

Katie joined Pinnacle in June 2017 bringing with her over 25 years’ experience in the investment industry.  Katie, in a former life, provided investment advice at the “coal face” to both private clients and trustees within large institutions, such as NatWest Bank and the Royal Bank of Canada. Katie holds the Financial Planning Certificate and is an Affiliate of the Chartered Institute for Securities & Investment.  

Prior to joining Pinnacle Katie was a senior investment supervision officer with Kleinwort Hambros.  She now brings this skill set to Pinnacle where she will assist in the monitoring of investment portfolios and their investment managers, supporting the trustees and company directors in meeting their compliance and regulatory obligations.  

Outside of work Katie spends her free time with family and friends, whilst embracing the challenge of “mentoring” her teenage daughter. She does however manage to fit in some ‘me time’ having taken up running a few years ago, an enjoyable legacy from successfully completing the Edinburgh Marathon.