Katherine Golladay, CFP® in

Katherine Golladay, CFP®

Go-getter · DISC type d
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.

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

How Katherine shows up

Direct & Candid
Challenger
Self-Confident

They care equally about the product and its potential impact. They don’t always try to control the conversation but neither do they like yielding it fully. They can be nudged to make faster decisions by offering what they value.

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

No media yetWe could not find public media appearances for this person.
Education
2015 - 2019
Bachelor of Science - BS
University of Maryland
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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