Katie Carver

katie carver

Katie Carver is the Chief Operating Officer of Nuance and has more than 15 years of investment firm operations experience. She joined the firm in November 2008 and was the lead of the operations, analytics, and trading teams for five years. During that time, she helped manage the strategy openings and monitored portfolios for compliance, client reporting and audit processes as well as implementing trade strategies and operating procedures.

She left the firm in 2014 to manage the trading, data, and quality assurance teams of another RIA, Creative Planning, for seven years. In her role at Creative, she managed the trading, implementation, analytics, and integration teams for technology initiatives, specializing in high-net-worth clients.

She returned to the firm in 2021 to oversee the day-to-day operations of the firm and to lead all operations and technology initiatives at Nuance.

Katie holds a Bachelor of Science (BS) in Business Management from the University of Kansas and a Series 65 license.

How to invest

Nuance has been managing portfolios for individuals and institutions using the same classic value investment philosophy since first registering as an investment advisor in 2008. If you would like to receive material describing our services, including our historical performance records, please contact us.

Nuance Investments, LLC
4900 Main Street, Suite 220
Kansas City, MO 64112
Telephone: (816) 743-7080
Fax: (913) 387-2729

How to invest

Nuance Investments, LLC • 4900 Main Street, Suite 220, Kansas City, MO 64112​

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