Katie is the Founder and Chief Executive Officer of iCapital, LLC. Katie began her career at John Hancock in 1996. While at John Hancock, she realized that creating her own registered investment advisory firm was the best way to satisfy the needs and interests of her clients. iCapital has provided the vehicle for her to develop and deliver an independent, innovative approach to retirement plan services that is restrictive in traditional product platforms. Through iCapital's inventive platform, Katie provides critical assistance and the tools necessary to help plan sponsors and advisers navigate through the often complex landscape of fiduciary management and compliance. With a holistic app