Kate Warne, Ph.D, CFA
Principal, Investment Strategist
Kate Warne, Ph.D., CFA, has been with the Edward Jones Research department since 1997. She was named a principal with the firm in 1999 and became a member of the Investment Policy Advisory Committee in 2003.
Warne is the firm's investment strategist, interpreting market conditions and recommending appropriate long-term investment strategies to aid the firm's nearly 7 million clients in reaching their investment goals.
Warne holds a doctorate in economics, specializing in finance and competitive strategy, from Yale University, a master of science from the London School of Economics and a bachelor’s degree with high honors from Swarthmore College. She earned her Chartered Financial Analyst designation in 1997.
Warne has appeared on CBS, CNBC, CNN and Canada’s CBC and Business News Network. She has been quoted in such major publications as The Wall Street Journal, the New York Times, the Globe and Mail, the Scotsman, Forbes and Fortune magazines.
Warne was the energy analyst at Edward Jones prior to assuming her current position as market strategist. She has worked for AT&T and General Motors, and was an assistant professor of finance at the John M. Olin School of Business at Washington University in St. Louis. Warne previously lectured at Yale University and was an economist at the President’s Council of Economic Advisors.
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