Katie McLellan
Vice President of Marketing
Education
Bachelor of Arts in Communications, University of IllinoisKatie McLellan is the Vice President of Marketing at ECHELON Partners, where she brings over fifteen years of expertise in marketing strategy, digital innovation, and brand building. With a track record of driving business growth and enhancing client engagement within the financial services industry, Katie plays a pivotal role in shaping ECHELON’s marketing initiatives to align with the firm’s strategic objectives.
Katie’s expertise spans across digital marketing, public relations, social media, and content strategy. She has led multi-channel campaigns, managed cross-functional teams, and optimized marketing efforts for major financial brands, including Northern Trust, Truist and Charles Schwab.
At Charles Schwab, she was instrumental in launching high-net-worth programs, leading initiatives that increased positive sentiment and contributed to increased assets under management.
With a keen understanding of the wealth and investment management industries, she ensures ECHELON Partners remains at the forefront of marketing innovation.
Originally from the Chicago area, Katie received her BA in Communications from the University of Illinois, Champaign-Urbana. She currently resides in San Diego County.