Katelyn Baehrle

Katelyn is a recent graduate of West Chester University with a Bachelor’s Degree in Communications. Prior to completing her undergraduate studies, she worked as an intern at Fernley & Fernley, a Philadelphia based Association Management Firm during summers and breaks. She quickly learned various databases utilized within the organization as well as the overall day to day operational needs required of her position.

During her senior year of college, Katelyn joined The New York Life Insurance Company as a part-time licensed Life Insurance Agent where she gained a great deal of experience communicating with clients.

Katelyn joined Ellis Investment Partners as a part-time Executive Assistant in October 2017. Since joining the team, she is responsible for supporting the Operations Manager as well as learning all aspects of client management.

Katelyn is currently studying for the Series 65 Exam. She plans on following up with the Certified Financial Planner (CFP) designation shortly thereafter. On a personal note, Katelyn enjoys travel and fitness. When she isn’t at the office in the summer months, you can more than likely find her at the beach!