Katherine Shaw

Katherine Elaine Shaw graduated from the University of Virginia in 2000, with a double major in Government and Economics; while at UVA, Shaw earned Deans List honors and was the recipient of several academic scholarships. Shaw’s career then began in investment banking at Solomon Smith Barney, Inc. (now Citigroup Global Markets) in New York, NY where she worked in the Financial Entrepreneurs Group providing financing and advice for private equity firms and their portfolio companies. Shaw’s strong work ethic and vast knowledge of the investment banking field quickly earned Ms. Shaw the attention of her supervisors, who entrusted her with creating a training program on LBO models, which she then instructed to several hundred SSB employees.

In 2002, Katherine Shaw left investment banking to join the private equity firm TA Associates, Inc., in Boston, MA. At TA Associates, Katie Shaw held the title of Private Equity Associate in the Consumer and Business/Financial Services Group. Some of her many responsibilities included marketing and selling TA Associates as a value-added partner to potential investors, conducting industry research and presenting the findings, leading teams of investment bankers, consultants, lenders, accountants and lawyers through the diligence and execution processes. Additionally, as she had at SSB, Katherine Shaw was also responsible for creating and implementing a training program for new employees joining the firm.

Katherine Shaw remained at TA Associates for four years before leaving in 2006 to attend the Harvard University MBA program (HBS). After receiving her MBA with honors, Katie Shaw joined Fidelity Investments in Boston, MA where she is an Equity Research Analyst.

Katie Shaw and her husband Larry Schack reside in Wellesley, MA with their family. They remain active in the same sports they played in high school in college, especially tennis and running. Shaw has completed numerous road races including the 5K, 10K, half-marathon, marathon and triathalon. Katie Shaw is active in giving back to her community, especially where she grew up, as she privately funds a scholarship providing assistance for a student at her alma mater high school to attend college.