Katherine Willis, CFA

Partner & Market Leader


Client Advisory


Katherine is a Partner and Market 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.


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


  • Chartered Financial Analyst®
  • Chartered Investment Counselor (CIC)

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