Katie Schmitz joined Ziegler’s alternative investments team in 2014. Her primary responsibilities include overseeing and monitoring the firm’s proprietary investments, as well as the venture capital funds that Ziegler sponsors. Katie’s duties include portfolio company communication, record keeping and valuations, investor relations, and participation in the development of the firm’s private equity strategy. She also serves on several corporate committees at Ziegler including the Capital Committee, Risk Committee, Regulatory Committee and Corporate Development Committee.
Prior to joining Ziegler, Katie was a manager at Grant Thornton, a public accounting firm, working in transaction advisory services where she performed both buy and sell-side financial due diligence in several industries with an emphasis on manufacturing. She also audited small to mid-size companies in a variety of industries under US GAAP.
Katie earned a B.A. in accounting as well as a master of accountancy from the University of Wisconsin – Madison. She is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants. Katie also maintains Series 7 and 66 securities licenses.