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