The Baker Group LP, one of the nation’s largest independently owned securities firms specializing in investment portfolio and interest rate risk management, recently announced the promotion of Kathryn Phillips, CPA, to chief operating officer. She has served for nearly 20 years as chief financial officer for the firm and will maintain that title and role while assuming the additional COO designation. Her new areas of focus will be on management and collaboration with department supervisors to enhance internal processes for delivery of products and services to clients.
Phillips received her accounting degree from the University of Oklahoma and maintains her certified public accountant designation. She lives in Oklahoma City, is the mother of two girls and a cycling enthusiast.