Katie Pieper
Managing Principal
katie@unionview.net
LinkedIn

Katie has been active in the financial services industry since 1986. She started her career in New York as an associate with First Albany Corp, and then Alex Brown & Sons in Emerging Credit Securities. In 1989 she relocated to Seattle, which marked the beginning of 20 years with a firm that started as Shearson Lehman Hutton and after multiple changes in ownership ended as Morgan Stanley. Katie held positions in Taxable Fixed Income, the Consulting Group and mutual fund marketing, eventually becoming Manager/Director of the Taxable Fixed Income Sales and Marketing desk in 1992.

In 2000, she began as a Financial Consultant with what was then Solomon Smith Barney, and subsequently left the newly merged Morgan Stanley Smith Barney in 2009 with her business partner to form Unionview Investment Group. Katie received her Master of Science - Finance from Seattle University in 1994 and her BA in Political Science from the University of Tennessee, Knoxville in 1983. In her free time, she enjoys cycling, skiing and travel with her husband and two daughters.

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