Katherine Golladay, CFP® in

Katherine Golladay, CFP®

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Vice President Operations at Tobin Capital Group
📍 San Francisco, California, United States

Katherine Golladay serves as the Vice President of Operations at Tobin Capital Group, where she leads operations for a real estate portfolio valued at over $450 million. A University of Maryland graduate, her background includes investment analysis at Morgan Stanley and advising for a multi-billion dollar retirement plan team.

Outside of her finance and real estate career, Katherine has a passion for outdoor leadership. She has previously worked as a Trip Leader, organizing and guiding two-week hiking excursions for middle school students in Yosemite National Park and the Lake Tahoe region, showcasing her commitment to mentorship.

Unique fact: Katherine has led multiple two-week hiking trips for groups of twelve 6th and 7th graders in Yosemite.

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Experience
6 Years
Current Role
Vice President Operations
Job Level
Senior
Location
San Francisco, California, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Katherine cares about

Real Estate Operations
Currently leads all operations for 65 properties valued at over $450M at Tobin Capital Group, overseeing 47 Property Managers.
Team Growth
Has posted multiple times about hiring for Analyst and Associate roles, indicating a focus on expanding her team and company.
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Career

Work history

3-2025
Vice President Operations
Tobin Capital Group
8-2023 - 3-2025
Director of Manager Success & Strategy
Tobin Capital Group
10-2022 - 8-2023
Investment Analyst
Morgan Stanley
10-2019 - 8-2022
Investment Advisor
OneDigital
6-2018 - 8-2018
Trip Leader
Overland Summers
In the press

Media appearances

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Education
2015 - 2019
Bachelor of Science - BS
University of Maryland
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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