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Kathy is a Principal in the Pennsylvania office.

Prior to joining Cerity Partners, Kathy served as the Director of Impact Initiatives and was a member of the client service team at Permit Capital Advisors, LLC.

Prior to Permit, Kathy was Director of Client Service at Threshold Group in Philadelphia. Previously, she was the market leader for Citizens Private Bank in Philadelphia. Earlier, Kathy worked at Convergent Wealth Advisors, U.S Trust and Pennsylvania Trust Company. She started her career at CoreStates Investment Advisers in Institutional Sales. Kathy has served on the boards of the World Affairs Council of Philadelphia, People’s Emergency Center and the Wilma Theater. She is a member of the Forum of Executive Women and the Philadelphia Estate Planning Council.

Kathy earned a B.A. in Religion from Hamilton College. She holds the Certified Financial Planning designation.

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