Katie Partridge
Managing director at Morgan Stanley's 545 Group focused on advising tech founders, with deep experience in equity compensation, liquidity solutions, and building high-touch wealth-management teams for founder clients.
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Feb 19, 2026 • 22min
Katie Partridge: Financial Advice for Tech Founders | Next Gen
Katie Partridge, managing director at Morgan Stanley's 545 Group who advises tech founders on equity and liquidity, discusses serving founders with dedicated teams and network-driven relationships. She covers equity-comp and tax strategy, AI's role in early conversations and prep, and creative liquidity solutions like synthetic CRT dividends. The conversation stresses patience, building teams, and using private-market tools.
