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Katherine Elizabeth Phillips

Aristotle Capital Management, LLC

Boston, MA

Los Angeles, CA

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Current Employers
Aristotle Capital Management, Llc

11100 Santa Monica Blvd Suite 1700, Los Angeles, CA 90025-0449 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-14
  • CA RA
    APPROVED
    Since 2026-08-14

Branch Locations

One Federal St 36Th Floor, Boston, MA 02110 • United States

11100 Santa Monica Blvd Suite 1700, Los Angeles, CA 90025-0449 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Loomis Sayles & Company, Lp Boston MA 04/2015 05/2026
Aristotle Capital Management, Llc Boston MA 06/2026 Present
Foreside Financial Services, Llc Boston MA 08/2026 Present
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-08-19
S65 Uniform Investment Adviser Law Examination 2010-09-22
  • S63 Uniform Securities Agent State Law Examination
    2026-08-19
  • S65 Uniform Investment Adviser Law Examination
    2010-09-22
Designations
Other Names
  • Katherine Elizabeth Godfrey

View on SEC IAPD

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