David Katter

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Consumer Services

Finance

Miscellaneous

Profile

David Katter worked as a Research Associate at Robert W.
Baird & Co., Inc. from 2016 to 2020 and as an Associate at Surveyor Capital Ltd. from 2020 to 2022.
He received his undergraduate degree from the University of Notre Dame in 2016.

Former positions of David Katter

Companies	Position	End
Surveyor Capital Ltd. Surveyor Capital Ltd. Investment Trusts/Mutual FundsMiscellaneous Surveyor Capital is a global, multi-manager equities strategy and is one of Citadel’s three fundamental equities businesses. Their sector-aligned investment teams conduct deep fundamental research, developing an independent view on the companies they cover. They are specialists in their industries and experts in their coverage, building trusted relationships with many corporate management teams. The firm's investment teams leverage Citadel’s proprietary, market-neutral risk framework with the aim of building portfolios that minimize broad market exposures. Using this insight, they act on their investment theses and scale their risk-taking with confidence.	Analyst-Equity	01/07/2022
Robert W. Baird & Co., Inc. (Broker) Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Analyst-Equity	01/11/2020

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Linked companies

Private companies	3
University of Notre Dame University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Robert W. Baird & Co., Inc. (Broker) Robert W. Baird & Co., Inc. (Broker) Investment Banks/BrokersFinance Provides brokerage services	Finance
Surveyor Capital Ltd. Surveyor Capital Ltd. Investment Trusts/Mutual FundsMiscellaneous Surveyor Capital is a global, multi-manager equities strategy and is one of Citadel’s three fundamental equities businesses. Their sector-aligned investment teams conduct deep fundamental research, developing an independent view on the companies they cover. They are specialists in their industries and experts in their coverage, building trusted relationships with many corporate management teams. The firm's investment teams leverage Citadel’s proprietary, market-neutral risk framework with the aim of building portfolios that minimize broad market exposures. Using this insight, they act on their investment theses and scale their risk-taking with confidence.	Miscellaneous