Katherine “Katie” Whittelsey is a Wealth Manager at Quotient Wealth Partners, where she works with clients to help them achieve their financial goals. With over five years of experience in the financial and wealth management industry, Katherine brings a disciplined investment philosophy and a client-first perspective to every engagement.
Katherine Whittelsey is committed to helping individuals and families navigate the intricacies of retirement planning, wealth preservation, and long-term financial security. Prior to joining Quotient, Katherine held several positions at a large wealth management firm.
Katherine holds a Bachelor of Science in Business Administration with a specialization in FinTech and Computer Science from Creighton University. A proud Colorado native, Katherine embraces the outdoors through skiing, hiking, and camping, and enjoys cheering on the Denver Broncos. Outside of work, she enjoys spending time with her fiancé, Joey, and their chocolate lab, Busch.
