Katie von der Lippe

- Assisted with implementation of ongoing portfolio strategy and asset allocation for 7 client portfolios, totaling over $5 billion of assets across multiple high net-worth individual, endowment and foundation entities - Liaised with clients or their family/institutional office, tax advisors, and attorneys to coordinate complex estate-planning transactions such as transfers of interest, partnership distributions, and charitable gifting - Conducted various ad hoc analyses such as: Monte Carlo simulations, asset class deep dives, and portfolio exposure to current events - Produced quarterly and monthly reporting materials in Excel and Power Point to efficiently convey investment activity for each client - Modernized client portfolio design and operations to more effectively communicate monthly investment activity - Led training sessions and prepared extensive training materials to incoming analysts on diverse asset classes and liquidity planning - Researched and met with multiple fine art investment funds, and presented my analysis to the Managing Partner and Co-CIO of Hall Capital

-Corresponded with coworkers through multiple online platforms to collaborate on projects and discuss investment opportunities -Employed strong interpersonal skills and emotional intelligence to create an enduring estate and investment plan for my mock client -Researched investment fund managers across different asset classes in order to effectively create a multi-generational investment plan

- Assistant curator in charge of marketing and public relations - Managed gallery website and social media sites. Wrote press releases and newsletters - Conducted artist research in the Northern Colorado area to find contemporary artists that could show at the gallery - Conceptualized cooperative exhibitions between researched artists and wrote possible exhibition theses - Curated exhibition of illustrations for the children’s book, Do Butterflies Play Tag? - Selected twelve images from a collection of twenty-five that demonstrated the breadth of the artist’s abilities and effectively showed the illustration process - Assisted with art production for artists: Jan R. Carson, Becky Hawley, and Bob Campagna - Prepared exhibition statements, artist labels, and framed images for exhibits

• Lead small youth groups through team exercises, sports and classroom activities • Spearheaded communication between other counselors and parents • Emphasized the importance of leadership and good sportsmanship