Katie Perry is a marketer, business strategist, and advisor for fintechs and venture capital firms in tech. She’s also a financial content creator, producing and hosting programs for platforms like Stocktwits, Morning Brew, and SoFi. Prior to starting her own marketing agency, Katie was the first head of marketing at Public.com, where she led brand and growth efforts as the platform scaled from 2019 to 2023, reaching more than 3 million members. She also served as Chief of Staff and VP of Corporate Strategy for a publicly traded digital measurement company. Her insights have been featured in The Wall Street Journal, Bloomberg, and Forbes, and she is a frequent speaker at industry and academic events. Katie is currently writing a book with Wiley, to be published in 2026, on how digital platforms have transformed retail investing and what it means for companies today. Learn more at www.ummstrategy.com.