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Kathryn Kennedy , CFP®, CPA, JD

Partner

Chicago

Client Advisory

Biography

Kate is a Partner in the Chicago office and a member of the firm’s Board of Directors.  She has more than 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.

Learn more about my practice.

Education

  • B.A. with honors from Williams College
  • J.D. from the University of Chicago

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Certified Public Accountant
  • Member of the Illinois Bar
  • Member of the firm’s Board of Directors
  • Finance committee member of the Alumnae and Professional Advisory Councils of Chicago Foundation for Women
  • Chicago Estate Planning Council — Member | 2006 – Present
  • Extraordinary Women on Boards -- 2024 - Present

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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.