Crain’s Roundtable on Wealth Management

Kate is a Partner in the Chicago office and has nearly thirty years of experience in providing comprehensive wealth management to corporate executives and high net worth individuals and families.

Prior to joining Cerity Partners, Kate was a Director (SVP) at Barclays Wealth and Investment Management, counseling corporate executives and high net worth individuals and families on their finances, taxes, investments, wealth transfer plans, and charitable initiatives. For ten years she was a Partner of The Ayco Company, a Goldman Sachs Company, where she served as a lead advisor to many of the firm’s clients. Kate worked for three years in the Family Wealth Planning practice of Arthur Andersen LLP. She began her professional career as a corporate attorney in Chicago.

Kate earned her Bachelor of Arts, with Honors, from Williams College and her Juris Doctor from the University of Chicago. She is a Certified Public Accountant, a Certified Financial Planner CFP® and a member of the Illinois Bar. Kate served on the board of directors of Truth in Accounting. She is also an active member of the Alumnae and Professional Advisory Councils of Chicago Foundation for Women where she serves on their finance committee. She is also a member of Chief, a network focused on connecting and supporting women executive leaders