Katie Young
Profile
Ms. Katie Young is Executive Assistant at Avalon Advisors LLC.
Ms. Young joined Avalon Advisors in January of 2004.
Prior to that, she was a Flight Attendant with Frontier Airlines for eight years and retired to raise a family until 1995, when she joined Fidelity Investments in Dallas, TX as a Customer Service Representative.
She moved to Houston in 2000 and worked in a business to business networking position prior to her employment with Avalon.
Former positions of Katie Young
| Companies | Position | End |
|---|---|---|
Frontier Airlines, Inc.
 Frontier Airlines, Inc. AirlinesTransportation Frontier Airlines, Inc. provides airlines services. It offers passenger and freight transportation services such as seat assignment, electronic ticketing curbside check-in and online check-in services. The company was founded on July 5, 1994 and is headquartered in Denver, CO. | Corporate Officer/Principal | - |
FMR LLC
 FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
Avalon Advisors LLC
 Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Corporate Officer/Principal | - |
Experiences
Positions held
Linked companies
| Private companies | 3 |
|---|---|
Avalon Advisors LLC
Avalon Advisors LLC Investment ManagersFinance Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds. | Finance |
Frontier Airlines, Inc.
Frontier Airlines, Inc. AirlinesTransportation Frontier Airlines, Inc. provides airlines services. It offers passenger and freight transportation services such as seat assignment, electronic ticketing curbside check-in and online check-in services. The company was founded on July 5, 1994 and is headquartered in Denver, CO. | Transportation |
FMR LLC
FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |
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