Katie Beard is a passionate, relationship-driven leader with over 15 years of experience at the intersection of financial services, client success, and strategic marketing. Currently leading a global marketing team at Morningstar, Katie specializes in translating complex financial solutions into accessible, client-centric narratives that drive engagement, trust, and long-term partnership. Katie has built her career around a core belief: strong relationships are the foundation of great business. Known for her ability to bring people together, create clarity, and deliver results, she has worked with high-net-worth investors, executive stakeholders, and global product teams alike. Throughout her career, Katie has consistently delivered value across strategic accounts, managed multimillion-dollar portfolios, and elevated client experience at every touchpoint. She thrives in cross-functional environments, guiding teams through complex challenges with empathy, precision, and purpose.