Katy Roediger
Client Service and Marketing Associate at Fbb Capital Partners
Based in Bethesda, United States
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Seniority
Staff
Department
Customer/Client Service
Location
Bethesda
Industry
Financial Services
Company size
34
Contact information
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k•••••••@fbbcapitalpartners.com
Phone
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Background
About Katy Roediger
I am a Certified Financial Planner™ practitioner and serve as a Client Service and Marketing Associate in support of the FBB Capital Partners Team. I work with FBB’s clients, operations department, and portfolio managers to ensure all client needs are met with efficiency and care. I received my Bachelor of Science in marketing from the University of Maryland University College. Before transitioning into finance, I received my culinary arts degree from the HCAT Institute and spent eight years in the hotel/restaurant management industry. FBB Capital Partners is an independent wealth management firm. Our employee-owned structure fosters and environment of independent thinking, free from the constraints of corporate interests. As a fee-only advisor, we avoid the conflicts of interest inherent in traditional brokerage and many other financial advisory arrangements. FBB Capital Partners’ mission is to provide our clients with the peace of mind and confidence they need to lead more financially secure lives. We encourage our clients to call us first, and through a true partnership, we aim to exceed their expectations every day.
Decision-makers
Other people at Fbb Capital Partners
- MBDirector
Mike Bailey
Director of Research, Investment Committee Chair · Other
- MBOther
Michael Brenner
Senior Research Analyst & Asset Allocation Strategist · Other
- MCManager
Martha Callahan
Portfolio Manager · Finance & Accounting
- JPManager
John Petrofsky
Portfolio Manager · Finance & Accounting
- MJDirector
Mel J. Casey
Senior Portfolio Manager · Finance & Accounting
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