Leadership

Katie Peck, a member of our Client Accounting & Advisory Services (CAAS) team, leads the firm’s Fund Administrative team that focuses on an array of investment fund accounting and administrative services. She has vast experience from working with smaller, family-owned businesses to large investment funds that raise hundreds of millions of dollars. The industries that Katie primarily focuses on include the private equity investment funds, real estate, audit and tax.

• Certified Public Accountant (CPA)

• American Institute of Certified Public Accountants (AICPA)
• Texas Society of Certified Public Accountants (TXCPA)

• Friends of Wilkinson Center Member
• Lakewood Elementary School PTA
• Lakewood Early Childhood PTA

• B.B.A. in Accounting and Finance, Texas Christian University
• M.S. in Accounting, Texas Christian University

• Whitley Penn (formerly Wagner, Eubank & Nichols, LLP)
  • Senior Manager of Fund Accounting Services (Aug 2012-Present)
• TPG Capital
  • Senior Associate in Investment Fund Accounting Group (Sept 2009-July 2012)
• PricewaterhouseCoopers, LLP
  • Audit Associate (Sept 2008-Sept 2009)
  • Audit Intern (July 2007-Aug 2007)
• TPG Capital
  • Fund Accounting Intern (March 2006-May 2008)