Ms. Newland has recently become our first Finance Intern at Hixon Zuercher Capital Management. During her internship Kate will assist the Operations Team by maintaining daily reports in our portfolio management software. She will be tasked with research projects on various investment themes in the financial planning space and evaluate industry trends. Kate will also be responsible for updating performance tracking on our investment positions and portfolios. In addition to supporting our Operations Team, she will collaborate alongside the Financial Planning Team by distributing, organizing, and preparing reports for our ongoing business development initiatives.


Later this year, Kate will receive a Bachelor of Science in Business Administration with a Major in Finance from Ohio Northern University. She is proud to be graduating early, with Cum Laude honors, while being an active member of the Women’s Basketball team. 


Kate is from Lakeview, Ohio, where she spends her free time hanging out with her family and friends, working out and loves skiing in the winter and swimming in the summer. She has recently become interested in Obstacle Course Races (OCR) and is a member of Lima Community Church.

Why I chose to Intern at Hixon Zuercher

My exposure to a variety of finance classes at Ohio Northern University has prepared me for the Finance Intern position at Hixon Zuercher Capital Management. While at ONU, I had the opportunity to learn about stocks, bonds, investments, different types of risks and returns, diversification, and many other aspects of finance. Lastly, as a member of the Ohio Northern University’s Women’s Basketball team I developed leadership, communication, and teamwork skills that will help me succeed in this new role.