- FINRA Series 7 and 66 licenses
She is a Senior Vice President and Senior Wealth Strategist within The Northern Trust 's Wealth Strategies Group serving Illinois and Missouri. As a senior leader at Northern Trust, Kathy leverages her experience and relationships to help new clients connect to the resources they need. Prior to her current position, Kathy worked with U.S. based and internationally based multinational corporate pension plans to consolidate, increase analytical reporting and help centralize decision making for custody, trust, investment management and regulatory reporting needs.
Kathy has more than 25 years of experience in the financial services industry. Kathy partners with business owners, corporate executives, and families to understand their goals and develop a plan to achieve them. Through building strong relationships, Kathy provides clients the confidence and clarity needed to make thoughtful decisions. During this dynamic planning process she listens to clients and takes action by building out a team to assist in structuring an appropriate asset allocation, trust planning, wealth transfer planning, charitable intent and planning for the future with multiple generations.
She is an active member of the Northwestern Lake Forest Women's Hospital Board. She is a volunteer at the School of St. Mary.