Investment Administration
Katie Fogarty is an Investment Administrator at Premier Financial Group, where she is dedicated to providing attentive, personalized service and supporting both clients and the Premier team. Known for her strong work ethic, attention to detail, and genuine care for others, Katie takes pride in building lasting relationships and creating a positive client experience.
Before joining Premier, Katie worked as a Case Manager for a fiduciary firm, where she gained valuable experience supporting clients and helping meet their individual financial needs. Her background in client service shaped her thoughtful, organized, and relationship-focused approach to her work.
Katie also believes strongly in giving back to her community and enjoys volunteering her time to support others. Outside of the office, she enjoys mountain biking, golfing, and spending quality time with her partner and his two daughters. She values making the most of every opportunity to stay active, connect with others, and create meaningful memories.