Client Advisory

Biography

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.

Education

  • B.A. in Religion from Hamilton College

Highlights

  • CERTIFIED FINANCIAL PLANNER™
  • Member of the Forum of Executive Women
  • Member of the Philadelphia Estate Planning Council
  • Previous board member for the World Affairs Council of Philadelphia
  • Previous board member for the People’s Emergency Center in West Philadelphia
  • Previous board member for the Wilma Theater

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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.