Katie Ives Senior Trust Advisor
Joined Northern Trust
Education
- Bachelor of Arts from the University of Wisconsin
Credentials
- Certified Financial Planner (CFP®)
Expertise
Katie is a Trust Advisor responsible for providing holistic wealth management services for individuals, families, non-profit organizations and foundations. Katie has expertise in financial planning, wealth transfer, fiduciary standards, tax management, investment management, philanthropy, family communication and financial education. She has more than 20 years of experience in financial services.
Experience
Prior to joining Northern Trust in 2008, Katie worked at Landaas & Company for four years, where she served as an Associate Investment Advisor. Prior to that, she worked at Strong Funds in sales, service and training positions.
Community Involvement
Katie has served on the board of the Planned Giving Council of Eastern Wisconsin, and as a tutor for Literacy Services of Wisconsin.