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Crain’s Roundtable on Wealth Management

Articles & Interviews | Jun 16, 2021 | Kate Kennedy

The COVID-19 pandemic underscored the importance of estate planning, as individuals realized their own mortality—perhaps more than ever before. Partner Kate Kennedy shares insights on the importance of creating (or revising) a comprehensive estate plan.

Kate Kennedy

PARTNER

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

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James Izard II

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, 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.