- Who We Serve
- What We Do
- About Us
- Insights & Research
- Who We Serve
- What We Do
- About Us
- Insights & Research
Expertise
As a Senior Wealth Advisor, 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.
Experience
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.
Community Involvement
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).
Joined Northern Trust
2017
Education
Bachelor’s degree in accounting from DePaul University
Credentials
Certified Financial Planner (CFP®). Certified Public Accountant (CPA)/Personal Financial Specialist (PFS).
Barrington
Cash Services Available | ATM Available*
770 West Northwest Highway
Barrington, Illinois 60010