Compliance Manager

Katie Dailey

Finance and Operations

“Anything worth doing, is worth doing right.”

Hunter S. Thompson

No items found.

Focus Area

Compliance

Experience

Katie assists the CCO with overseeing the firm’s legal, compliance, and risk management functions. Prior to joining Bertram Capital, Katie worked in Human Resources for Neiman Marcus in Palo Alto, CA

Current Flagship Board Affiliations

Current Ignite Board Affiliations

Education

San Francisco State University

Bachelors of Science, Communications

Investment Adviser Certified Compliance Professional (IACCP) Designee

View Our Portfolio

Bertram Labs