Blog

Spotlight – Kate Baltra

Posted: February 24, 2020

Kate Baltra serves Bancroft Capital as a Plankowner and Vice President with more than 14 years of industry experience. She offers expertise in trading, execution, portfolio analysis, operational and administrative functions. Read on to learn why working at Bancroft Capital inspires her and why the firm’s Veteran Initiative is a cause close to her heart.

Hometown

Philadelphia, PA

Education

Temple University – Fox School of Business – Go Owls!

Why did you decide to join the Bancroft Capital team?

When I met our founder, Cal Quinn, I was honored to be offered a job with Bancroft. His passion for the Veteran Initiative is inspiring.

Tell us about your duties/day-to-day experience at Bancroft Capital.

My primary role is on the sales trading desk. I am responsible for generating order flow as well as facilitation and execution of fixed income trades including the operational aspects.

Why are you proud to work at Bancroft Capital?

It is humbling to be able to work side by side with those that have sacrificed so much for our liberties. I am honored to sit next to veterans and share my industry knowledge with them while simultaneously learning from them.

What is your greatest professional achievement to date?

Being a full-time working mother of 3

What assets/skills do you bring to your customers?

I like to think that I bring a sense of authenticity. I try to get to know the people I talk to, to learn about their market focus as well as their personal interests.

What are your thoughts on Bancroft’s mission to hire veterans?

I could not think of anyone more deserving for this opportunity than those who put their lives on the line for our freedom. If I can give back in any way, it is my honor.

Do you have any ties to the veteran community?

Yes, my Father, Joe Bennis, is a Marine Corps Veteran. As was his father, who served in Iwo Jima. My Mother’s father was in the Army. He was in the Korean War. It is a cause near and dear to my heart.

What’s your favorite part about working at Bancroft Capital?

The people I work with – both the military and industry veterans. Each day I learn something new. Every person on the team is eager to help others learn their product and assist them in any way possible. They have years of expertise, and I’m so grateful to be able to learn from them.

How did you get into the field of finance?

I went to school for international business and marketing, but the classes that interested me the most were finance. I had a good friend in the business who guided me.

Favorite quote(s)?

The harder you work for something, the greater you’ll feel when you achieve it.

When you’re not working, what are your interests/hobbies?

I have a wonderful husband and three beautiful daughters (6, 4 and 4 months) that occupy 100% of my free time. My nights and weekends are spent in the dance and gymnastics studios. I cherish every moment I get with them! Our favorite times are being at the beach with our extended family. Before my family wakes up, I enjoy going to the gym and reading.