Katie Warren

Associate Director, Accounting

Biography

Katie leads Willow Street’s Accounting Team and is responsible for bookkeeping and financial reporting for client families, focusing on cash management, bill pay, and account reconciliations. She collaborates with Relationship Managers to ensure our clients’ trust activity, no matter how unique or complex, is captured promptly and accurately. Katie is also a member of Willow Street’s internal financial operations team.

Katie brings an extensive background in hospitality, property management, and real estate to Willow Street. Most recently, she managed accounting and bookkeeping at Outpost, Inc., a Jackson Hole property management company. She also holds real estate licenses in both Wyoming and Idaho.

Katie earned her BA in Spanish and BS in Economics from Sewanee: The University of the South in Tennessee. She had the opportunity to blend these concentrations for a semester when she studied global trade organizations and Spanish literature in Buenos Aires, Argentina. In the same year, she traveled to China and India and gained insight into these countries’ cultures, economic policies, and growth.

Born and raised in Atlanta, Katie has lived in the Jackson Hole valley since 2013. She spends her time long-distance trail running, mountain biking, and backcountry skiing with her husband and their two dogs. When she is not outdoors, Katie can be found at her sewing machine making clothes.

Contact Information

Education

BA, Sewanee: The University of the South
BS, Sewanee: The University of the South

Languages

Spanish

Our People

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Betty Andrikopoulos

Executive Managing Director

Matt Bahr

Director, Client Services
Willy Bemiss

Willy Bemiss

Relationship Manager

Alex Burtnett

Manager, Client Integration & Operations

Nate Bybee

Managing Director, Financial & Internal Control

Betsy Cabradilla

Managing Director, Client Integration & Operations

Christine Cameron

Relationship Manager
Tyler Case

Tyler Case

Relationship Manager

Maggie Davis

Manager, Client Integration & Operations

Rob Fiamengo

Relationship Manager

Caedran Flynn

Associate Director, Client Strategy

John Morgan Gates

Manager, Accounting

Anthony Gulla

Manager, Accounting

Melanie Hall

Relationship Manager

Phillip Harrington, Jr.

Chairman & CEO

George Hein

Associate Director, Client Services

Gracie Helms

Relationship Manager

Morgan Hill

Associate Director, Client Services

Michael Hodges

Director, Client Services

Barbara Hoeft

Independent Director

Payson Houfek

Director, Client Services

Layne Hutcheson

Associate Director, Client Services

Lisa Jennings

Office Manager

Luette Keegan

Vice President, Operations

Gina Kyle

Associate Director, Client Services

Stewart McIver

Managing Director, Finance & Operations

Amanda Mohnk

Managing Director, Client Services

Kea Molnar

Managing Director, Client Strategy

Claire O'Connell

Associate Director, Client Strategy

Tricia Overdyke

Executive Managing Director & COO

Janet Palermo

Manager, Accounting

Zach Pearson

Relationship Manager

Erin Rosenberg

Relationship Manager

Laurent Roux

Independent Director

Audra Schultheis

Manager, Client Integration & Operations
Megan Smith

Megan Smith

Relationship Manager

Shannon Stec

Relationship Manager

Abby Steinmann

Relationship Manager

Kelsey Tobin

Associate, Client Integration & Operations

Becky VanDuyne

Manager, Accounting

Rachel VanDuyne

Business Intelligence Analyst
Abegail Vetter

Abegail Vetter

Associate, Client Integration & Operations

Katie Warren

Associate Director, Accounting

Emmy Watsabaugh

Associate, Client Strategy

Scott Weaver

General Counsel & Chief Fiduciary Officer