Bio

Katy joined J. Wood Capital Advisors as the firm's first employee in 2014 to build an independent capital markets advisory firm with a very specific objective: to help companies evaluate capital structure, and to execute the capital raise in a more efficient manner. Since joining, Katy has partnered with the firm's growing team in advising on capital structure transactions with over $110 billion of transaction value, and is primarily focused on the firm's efforts with technology clients. Katy has over a decade of capital markets experience, and has executed equity-linked capital markets transactions for over 100 companies raising more than $50 billion of capital. Since 2020, Katy advised on nearly 40% of all technology convertible volume in the convertible market. Prior to joining J. Wood Capital, Katy worked at J.P. Morgan in the San Francisco-based Equity-Linked Capital Markets group focusing primarily on helping technology and healthcare companies assess their corporate finance objectives and access the capital markets. Before joining the Equity-Linked Capital Markets group, Katy worked within J.P. Morgan's Private Bank in New York City where she focused on investment strategy and solutions for $600 billion in client assets globally. Katy received her B.B.A. in Finance from The College of William & Mary, where she was Captain of the NCAA Division 1 Women's Basketball Team. She is a FINRA Registered Representative holding Series 7, 79, and 66 licenses.