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Katherine Willis , CFA

Partner & Practice Leader

Norfolk

Client Advisory

Biography

Katherine is a Partner and Practice Leader in the Virginia office. She brings a breadth and depth of knowledge along with empathetic investment proficiency built from decades of investment experience.

Prior to joining Cerity Partners, Katherine served as a Principal and Portfolio Manager at Palladium Partners LLC. Her career began in the brokerage industry and she later served as the head trader for an investment advisory firm. Before founding Palladium Partners LLC, Katherine spent 15 years as a Portfolio Manager at Virginia Investment Counselors.

Katherine serves her community through her involvement in a number of organizations.

Learn more about my practice.

Education

  • Dual B.A. degrees in Economics and French, Randolph College

Highlights

  • Chartered Financial Analyst®

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Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.