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This site has been created for institutional investors and RIAs. An institutional investor is an entity that invests capital on behalf of others such as pension funds, banks, insurance companies, mutual funds, foundations/endowments, trust companies or other large investors and their investment consultants. RIA is a registered investment advisor who is responsible for allocating their client funds. This site is not intended for individual investor access, as it does not consider individual risk tolerances or investment objectives of an individual investor. Click “Accept and Continue” to affirm you meet the description of an Institutional Investor.

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This site has been designed for financial intermediaries such as financial advisors, wealth managers, broker/dealers and home office research teams. This site is not intended for individual investor access, as it does not consider individual risk tolerances or investment objectives of an individual investor. Click “Accept and Continue” to affirm you meet the description of a Financial Advisor.

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This area of the website contains information that is general and/or educational in nature. Individual investors should consider their own investment objectives and risk tolerances or consult with a financial advisor before making any investment decision. Click “Accept and Continue” to continue.

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Katie Phillips, CFA

Senior Vice President

Katie Phillips is a Senior Vice President at Aristotle Capital where she is responsible for cultivating and expanding strategic partnerships across sub-advisory, OCIO and stable value channels. She works closely with clients and prospects to deliver investment solutions and support long-term business growth.

Prior to joining Aristotle Capital, Katie spent over a decade at Loomis, Sayles & Company as a Director of Strategic Relationships where she focused on strategic client partnerships. Earlier in her career, Katie was Vice President of Relationship Management in private wealth at Wellesley Asset Management, Inc.

Katie earned her Bachelor of Science degree in Economics and Finance from Bentley University. She is also a CFA® charterholder and holds FINRA Series 7 and 65 licenses.

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