ACCELERATE YOUR LEADERSHIP SKILLS
NAVIGATE YOUR CAREER WITH PURPOSE
Results-driven executive and career coaching for leaders in investment management
KATE HAS BEEN AN INCREDIBLE RESOURCE AND A DEEP THOUGHT PARTNER TO ME AS MY LEADERSHIP RESPONSIBILITIES HAVE GROWN IN MY NEW ROLE.
Jason, Managing Director, Private Equity
1:1
LEADERSHIP
Coaching
I work with high-performing investors and leaders in investor-backed companies to improve their leadership skills and impact. I started my own career at Bridgewater when I was 23, and I've been working with investors for over 20 years. I understand the environment and what it takes to be successful in these roles. Coaching starts by identifying strengths and areas for development, then we create a plan to address the gaps between where you are and where you want to be. Through coaching, you increase self-awareness, develop a personalized growth plan, and accelerate leadership skills. We partner to prioritize areas for growth opportunities and build on the strengths you are already have. My clients range from emerging leaders and first-time people managers (VP) to Partners and founders. Whether you’re new to people management or are leading a company, my coaching can meet you where you are and help you get to the next level.
Learn More 1:1
Career
Coaching
I coach people at career inflection points to enable intentional career navigation. This isn’t about finding a job; it’s about figuring out what you really want to be doing and determining the best way to get there. Clients often start with reflection about what is most important to them at their current career juncture. This exploration is guided by objective feedback, questioning, and structure that I’ll provide to help you gain clarity. From here, we explore what options are available and determine a strategy to pursue the opportunities that are most aligned with what you want to get out of your work right now. Lastly, we'll develop a strategy to help you tell your story effectively, positioning your experience and strengths so you can stand out.
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LEADERSHIP
Training
I am an experienced facilitator, having conducted over 3,000 hours of leadership training on topics such as: communication, delegation, feedback, and motivation. Great leadership skills don’t come naturally to everyone, and group training can be an engaging and effective way to build skills and community. My work focuses on creating engaging, high-energy workshops tailored to each client’s goals. Topics covered include performance management, feedback, personal effectiveness, trust, and communication. I’m also certified in personality assessments including DISC, TypeCoach, and Hogan. My training has reached across a wide range of industries, including: Investment management (AQR, Citadel) Consulting (Deloitte, Mckinsey), Automotive (Audi), Hospitality (Hilton, Marriott), Financial Services (Freddie Mac, E*Trade, UBS), Pharmaceutical (Pfizer, Astra Zeneca), and many others.
Learn More I HAVE WORKED WITH CLIENTS AT
I WOULD NOT BE WHERE I AM IN MY CAREER WITHOUT KATE’S HELP. SHE ASKS TOUGH QUESTIONS AND DIDN’T LET ME OFF THE HOOK WHEN I NEEDED TO POWER THROUGH MORE DIFFICULT TASKS.
Seth, Portfolio Manager
PRINCIPLES I COACH BY
- Start with your strengths.
- Self-awareness is key and I will help you cultivate it.
- Challenge and support go hand in hand.
- Life is better when you approach work with intention.