Katherine Elizabeth Phillips

Employer firm

Aristotle Capital Management, LLC CRD 109876

$43.5B regulatory AUM 48 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2015 → 05/2026
  Loomis Sayles & Company, Lp
  Boston, MA
• 06/2026 → Present
  Aristotle Capital Management, Llc
  Boston, MA
• 08/2026 → Present
  Foreside Financial Services, Llc
  Boston, MA

Previous Registrations

• 2017-02-06 → 2026-05-27
  Loomis, Sayles & Company, L.P.
  Boston, MA
• 2011-08-24 → 2015-04-30
  Wellesley Asset Management, Inc.
  Portsmouth, NH

Other Businesses

Aristotle Capital Management, LLC; Investment Related; Investments; Boston, MA; 06/2026; Senior Vice President; Investment sales role; 160 Hrs./Mo.

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-08-19
• S65 Uniform Investment Adviser Law Examination
  2010-09-22

Designations

• Chartered Financial Analyst

Other Names

• Katherine Elizabeth Godfrey