JOINED NORTHERN TRUST
- Bachelor’s degree in accounting from DePaul University
- Certified Financial Planner (CFP®)
- Certified Public Accountant (CPA)/Personal Financial Specialist (PFS)
As a trusted advisor and client advocate, Katie specializes in the development, delivery and implementation of comprehensive, value-added wealth management planning for high net worth individuals and families. She works closely with a client's team of advisors to ensure appropriate strategies are considered and executed effectively. She is a Senior Vice President.
Before joining Northern Trust in 2017, Katie provided client advisory and relationship management services for high net worth clients in both multi-family and single family offices. She has worked with successful individuals and families to develop comprehensive financial planning solutions with emphasis on investment management, estate planning, retirement planning and charitable planning.
Katie is an active member of the American Institute of Certified Public Accountants (AICPA), the DuPage County Estate Planning Council (DCEPC) and the Chicago Estate Planning Council (CEPC).