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Investment Specialists

Kathleen Bourg

Director
Fixed Income SMA Portfolio Manager

704.927.4127

Background

Kathleen Bourg, Director, joined SCM in 2015 and has investment experience since 2010. Katie is a Fixed Income SMA Portfolio Manager. Previously, she was a Senior Portfolio Administrator and a RFP and Database Manager. Prior to SCM, she worked for Rowe Price. Katie received her B.A. in Business Administration from McDaniel College.

Area of Focus

  • Fixed Income SMAs

Previous Experience

  • T. Rowe Price

Education

  • B.A. McDaniel College
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