Financial Planning Analyst
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Katie Donadio, FPQP™, is a Financial Planning Analyst and has been with the firm since November of 2015. She works closely with our Advisors and the Director of Financial Planning by providing analyses of clients’ portfolio activity to ensure that they are on track to meet their Financial Planning goals.
Katie has 15 years experience in the financial services industry and has earned the Financial Paraplanner Qualified Professional (FPQP™) designation through the College for Financial Planning.
Prior to joining Cassaday & Company, Inc., Katie worked in investment research and risk management for a D.C. firm specializing in alternative investments. She has a wealth of experience in investment operations, onboarding and support with broker-dealer and custodial firms, and in fund performance and competitor analyses in risk management. Katie has built a vast network of relationships at brokerage and custodial firms which helps her in assisting Cassaday & Company, Inc. clients. She is not registered with Royal Alliance Associates, Inc. or Cassaday & Company, Inc.
Katie grew up in Kensington, Maryland and currently resides in McLean, Virginia. She loves to sail, and can be found on sunny days out on the water by her family’s cottage near Scientist Cliffs. She is also a huge D.C. hockey fan who totally believes TJ Oshie when he says back-to-back Stanley Cups are coming – LET’S GO CAPS!