Kate Moore

Director - Head of Product Development

Leawood, KS


Ms. Moore joined the firm in 2018 and leads the firm’s product development and strategy efforts in support of strategic new business ventures, products and distribution channels. In this role, Ms. Moore has global responsibility for aligning investment capabilities and new product offerings to client needs across institutional and retail products. Prior to joining the firm, Ms. Moore served as director of the real estate and investment office with Tradebot Ventures and as senior equity trader at Tradebot Systems, focused on designing and implementing innovative trading strategies across North American equities. She brings years of experience in development and project management across investment strategies. Ms. Moore earned a Bachelor of Business Administration in finance from the University of Texas and holds her Series 24, 63 and 7 certifications.