Clir Capital, a boutique investment banking firm focused on non-accredited investment offerings, has hired Katie Shook as director of national accounts. In her new role, she will be responsible for overseeing the firm’s national accounts and business development strategy.
Shook joins Clir after seven years with CNL Securities Inc. where she focused on the company’s presence in the specialized and boutique broker-dealer space. As associate vice president of key accounts, she was responsible for identifying specific broker-dealer opportunities, relationship management and home office support, the company said.
“As a seasoned industry veteran, Katie brings a depth of knowledge and experience to Clir’s national accounts that will complement our platform of current products and offerings in the pipeline,” said Nate Romero, Clir Capital’s executive director. “Her extensive relationships within the broker-dealer community are a result of her diligence, energy and positive attitude.”
Shook graduated from Florida State University and holds FINRA Series 7 and 63 securities licenses.
As reported by The DI Wire last month, the company was launched by former members of Evolv Capital LLC and includes executive director Nathan Romero; managing directors Steven Henriksen and Jeffrey Stone; and directors J.T. Carey, Thomas Purpura, and David Gunnels.
Clir (pronounced “clear”) Capital specializes in the conceptualization, design, and distribution of non-correlated investments to broker-dealers and registered investment advisors. The firm partners with institutional asset managers to prepare and guide them through the process of diversifying their sources of capital by entering the independent BD and RIA channels.