Kate is a Partner in the Chicago office and has more than twenty-five 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.
Kate earned her Bachelor of Arts, with Honors, from Williams College and her Juris Doctor from the University of Chicago. She is a Certified Public Accountant, a Certified Financial Planner CFP® and a member of the Illinois Bar. Kate serves on the boards of Truth in Accounting as well as Friends of the Parks. She is a member of the Alumnae and Professional Advisory Councils of Chicago Foundation for Women and serves on the Advisory Board for DePaul University’s Masters of Wealth Management Program.