Lessons from a financial leader: Katie Fogertey

Perri Goldberg, MBA ’18 wrote the following for the Olin Blog.

In October, the Women in Leadership class, taught by Professor Hillary Anger Elfenbein, welcomed Katie Fogertey, Vice President of Global Investment Research at Goldman Sachs. Katie discussed her experience as a woman in a male-dominated industry and what it takes to be a strong, successful leader and mentor.

The night began with a glimpse into Katie’s journey to Goldman Sachs. In 2004, Katie graduated from WashU, where she worked full-time during her senior year to help finance her education. Following graduation, she joined Goldman Sachs in the Global Investment Research Department, producing models to forecast industry trends and working on IPOs and secondary offerings. She spent three years in equities strategies, identifying investment opportunities and derivative strategies. In 2010, Katie was promoted to Vice President in Global Investment Research and is the lead author of “Weekly Options Watch.”

Katie was not just handed these opportunities; rather, she worked extremely hard in each and every role. Whether it was a project with a professor, an internship or a full-time job, Katie focused on learning everything she could to be the best, and utilizing data to support ideas she presented. Katie’s confidence, expertise, and focus on data-driven decisions has allowed her to succeed in the workplace. She told the class that regardless of who was in the room, data will always win.

Katie is a true inspiration and incorporates value-based leadership into her life on a daily basis. Katie’s driving force rests on her knowledge and expertise in global investment research, her integrity, focus on collaboration, and her love for mentoring other women in the financial industry.

Katie left our class with three general takeaways: be confident in your knowledge, be bold and challenge yourself every day, and follow your personal and professional goals.

Guest Blogger: Perri Goldberg, MBA ’18