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Katherine Lucas McKayKM
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Katherine Lucas McKay

@katherinelucasmckay

I lead research and policy on household financial security, translating data into action.

United States
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What I'm looking for

I’m looking to lead high-impact research and policy work at the intersection of financial security and household wealth, translating rigorous evidence into actionable insights, partnerships, and public-facing outcomes with strong stakeholder engagement.

I serve as the Aspen Institute Financial Security Program Associate Director and senior subject matter expert on household assets, debts, and net worth—covering mortgages and homeownership, retail investments, credit scores and reports, student loans, and consumer debt. I lead the research pillar of the Aspen FSP Future of Wealth initiative, taking work from proposal development through research design, implementation, and impact reporting.

I supervise Insights and Evidence team colleagues and develop complex project plans, facilitating cross-team collaboration across research, events and convenings, partnerships, messaging, and strategic communications. I conduct quantitative analysis in R Studio with large public datasets, and I write survey questionnaires with external partners; I also run qualitative work through structured interviews and focus groups.

I augment research with artificial intelligence tools such as Gemini, NotebookLLM, and Claude, and I author and contribute to research and insights publications across Aspen FSP communications channels. I translate findings into actionable insights for diverse partners, engage media as a subject matter expert, and steward relationships with experts, leaders, and funders across public, nonprofit, academic, financial services, and technology sectors.

Experience

Work history, roles, and key accomplishments

The Aspen Institute Financial Security Program logoTP
Current

Associate Director

Jan 2022 - Present (4 years 4 months)

Serves as the Financial Security Program’s senior subject-matter expert on household assets, debts, and net worth. Leads the Future of Wealth research pillar from proposal development through implementation and impact reporting, supervising the Insights and Evidence team and translating findings for partners, publications, and media.

The Aspen Institute Financial Security Program logoTP

Senior Program Manager

Jan 2020 - Dec 2021 (1 year 11 months)

Developed and executed complex project plans across research, events and convenings, partnerships, messaging, and strategic communications. Conducted quantitative analysis in R Studio and qualitative research through structured interviews and focus groups, authoring research publications and communicating findings to stakeholders and general audiences.

The Aspen Institute Financial Security Program logoTP

Program Manager

Jul 2017 - Dec 2019 (2 years 5 months)

Facilitated the work of colleagues across multiple teams to manage projects involving research, events and convenings, partnerships, messaging, and strategic communications. Supported quantitative data analysis in R Studio and qualitative research via interviews and focus groups, and contributed to research insights publications for diverse audiences.

The Aspen Institute Financial Security Program logoTP

Graduate Fellow

Aug 2016 - Jun 2017 (10 months)

Contributed to research and insights activities for the Financial Security Program, including quantitative data analysis in R Studio and qualitative research such as structured interviews and focus groups. Assisted with survey instrument development and supported publication and stakeholder-communication efforts.

Prosperity Now logoPN

Associate Director of Government Affairs

Prosperity Now

Jan 2014 - Jan 2015 (1 year)

Led policy development and advocacy on housing, consumer financial protection, and microbusiness, building support through partner outreach at national, state, and local levels. Advanced Prosperity Now’s objectives in policy negotiations between federal officials and industry associations, represented the organization in government proceedings, and drafted congressional testimony and public-facing

Prosperity Now logoPN

Senior Policy Analyst

Prosperity Now

Jan 2012 - Jan 2014 (2 years)

Advanced Prosperity Now’s federal policy goals by supporting negotiations between federal officials and industry associations and representing the organization in government proceedings. Authored articles, reports, briefs, and blog posts, and supported drafting of congressional testimony and responses to requests for comment on relevant federal programs.

Prosperity Now logoPN

Policy Analyst

Prosperity Now

Jan 2010 - Jan 2012 (2 years)

Implemented advocacy strategies to build support for Prosperity Now priorities through coordinated outreach with partner organizations. Supported policy research and analysis related to federal programs affecting housing, consumer financial protection, and microbusiness, and contributed to public-facing policy writing.

National Community Reinvestment Coalition logoNC

Special Assistant to Chief

National Community Reinvestment Coalition

Jan 2009 - Jan 2010 (1 year)

Wrote congressional testimony, speeches, and articles for chief-level executives on financial reform legislation, housing policy, and small business access to capital. Supported research and policy development related to foreclosure prevention and Dodd-Frank Act mortgage and consumer finance reforms, and assisted management of business development initiatives including a community loan fund and wo

Education

Degrees, certifications, and relevant coursework

Carnegie Mellon University, H. John Heinz III College logoCC

Carnegie Mellon University, H. John Heinz III College

Master of Science, Public Policy and Management

Earned a Master of Science in Public Policy and Management at H. John Heinz III College, Carnegie Mellon University.

Wellesley College logoWC

Wellesley College

Bachelor of Arts, Political Science and Spanish

Earned a Bachelor of Arts in Political Science and Spanish from Wellesley College.

Tech stack

Software and tools used professionally

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