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About Katie

Katie Hoge is a client relationship associate with Framework Wealth Advisors with William Blair’s Private Wealth Management. In this role, she manages all operations and client service for the team. Katie joins William Blair from Allstate Financial where she worked for a financial specialist for nine years. Katie has her B.S. in business from the University of Phoenix. She lives in Denver and enjoys live music, the outdoors and spending time with family and friends.

About William Blair

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

  • 1935

    Year William Blair was founded

  • 1,900+

    Employees worldwide

  • 149 billion+

    Client assets

  • 89 Years

    Independent and employee-owned

  • 20+

    Offices worldwide

  • ~650

    Companies under coverage

As of September 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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