Katharine “Katie” Fellinger is the Director – Client Relations for Daymark Wealth Partners, with 30 years of experience. She holds her Series 7, 63 and 66 securities licenses, and brings a depth of financial knowledge to the team. Katie understands every client’s unique goals, dreams and needs, taking a personal interest to help them achieve it.
Katie graduated from Xavier University with a bachelor’s degree in International Affairs with minors in Business and German. She attended the University of Vienna to study International Law and Economics and received a diploma after completing the program with honors.
She started her career trading currency and then preferred stock. After returning to the Cincinnati area in 1996 she began working for Fidelity Investments. Katie stepped back from her financial career to raise her family, but didn’t stop volunteering and working, eventually becoming a Director of Religious Education. She returned to Fidelity Investments when her children were in high school, eventually moving on Wells Fargo Advisors as a Senior Client Associate before joining DayMark Wealth Partners.
When Katie is not working, she enjoys spending time with her three children and parents. She enjoys golfing, camping, traveling and is often volunteering for local organizations.