Katie Peck

Fund Administration Senior Manager
Contact

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.

Katie Peck New Background Square
Katie Peck New Background Square

Katie Peck

Fund Administration Senior Manager
Contact

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 private equity investment funds, and real estate.

Professional Affiliations

Member, American Institute of Certified Public Accountants (AICPA)

Member, Texas Society of Certified Public Accountants (TXCPA)

Member, Friends of Wilkinson Center

Member, Lakewood Elementary School PTA

Member, Lakewood Early Childhood PTA

Professional Certifications

  • Certified Public Accountant (CPA)

Education

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

Let's Connect

Let's Connect

Contact an Advisor

Get started today. Submit the form below to get in touch with an advisor. For all other inquires not service related, click here.
Skip to content