Katie Mogan, IACCP®
Vice President, Senior Compliance Consultant
Katie began her compliance career in 2008 working internally for an investment advisor to private funds.
Since then, she has worked with investment advisors to high-net-worth individuals, wrap programs, and separately managed accounts.
At SCS, Katie loves cultivating meaningful relationships with her clients and considers herself an extension of their compliance team. It’s important to always keep your door open, which is why Katie always says, “there is no stupid question when it comes to compliance.”
Katie enjoys spending time with her husband and two children, expanding her home gardens, and traveling.
