Katie oversees a team of professionals dedicated to providing high net worth individuals, families and organizations, including closely –held and family owned business, endowments and foundations, with a full range of wealth services as part of an overall personal wealth management strategy. She joined the organization in 2010 and has over 25 years of experience in the financial services industry as a portfolio manager.
Katie received a BS in finance from Miami University of Ohio. She holds the Chartered Financial Analyst® designation and is a CERTIFIED FINANCIAL PLANNER™ professional. Katie is a member of the CFA Institute and the CFA Society of Chicago.
Katie is a past Board Member of the Madison Museum of Contemporary Art. Katie resides in Kenilworth with her husband and daughter.