Kathy Burden
Senior Wealth Strategist
Biography
265 East Deerpath
Lake Forest, IL 60045
Lake Forest, IL 60045
Expertise
Kathy partners with business owners, corporate executives and families to understand their goals and develop a plan to achieve them. She listens to clients and takes action by putting together the right team to help with designing an appropriate asset allocation, trust planning, wealth transfer planning, charitable giving strategies, and planning for the future with multiple generations. As a senior leader at Northern Trust, Kathy leverages her experience and relationships to help new clients connect to the resources they need.Experience
Kathy has more than 26 years of experience in the financial services industry. Prior to joining Northern Trust in 1989, Kathy worked with U.S. and international multinational corporate pension plans to consolidate, increase analytical reporting, and help centralize decision making for custody, trust, investment management and regulatory reporting needs.Community Involvement
Kathy is an active member of the Northwestern Lake Forest Women's Hospital Board. She is a volunteer at the School of St. Mary. Kathy also mentors young women in college, helping them explore different career options.Joined Northern Trust
1989
Education
- Bachelor of Arts, Finance, Marquette University
- Bachelor of Arts, Marketing, Marquette University
- Master in Business Administration, Marketing Management, DePaul University
Credentials
- FINRA Series 7 and 66 licenses
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