Katie Carver is the Chief Operating Officer of Nuance, and has more than 15 years of investment firm operations experience. She joined the firm in November 2008 and was the lead of the operations, analytics, and trading teams for five years. During that time, she helped manage the strategy openings and monitored portfolios for compliance, client reporting and audit processes as well as implementing trade strategies and operating procedures.
She left the firm in 2014 to manage the trading, data, and quality assurance teams of another RIA, Creative Planning, for seven years. In her role at Creative, she managed the trading, implementation, analytics, and integration teams for technology initiatives, specializing in high-net-worth clients.
She returned to the firm in 2021 to oversee the day-to-day operations of the firm and to lead all operations and technology initiatives at Nuance.
Katie holds a Bachelor of Science (BS) in business management from the University of Kansas and a Series 65 license.