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Kathryn DeFilippo

Associate Porfolio Advisor

Kathryn DeFilippo

Expertise

Kathryn is a Second Vice President and Associate Portfolio Advisor. In her role, Kathryn is responsible for implementing customized investment strategies for clients in accordance with their goals, objectives and constraints.

Experience

Kathryn worked as a Senior Investment Associate at Northern Trust in Boston, Massachusetts where she was a member of the portfolio management team and associate to the Regional Portfolio Advisor specializing in asset allocation, portfolio analysis and manager selection for high net-worth families and foundations in New England. Prior to Northern Trust in Boston, Kathryn worked for Northern Trust in Denver, Colorado where she was an Investment Associate and member of the new business development teams advising high net worth clients throughout the greater Colorado region.

Community Involvement

Kathryn is an active member in her community. She was a Junior Achievement Volunteer in Boston and now sits on the Tucson Dressage Club Board of Directors.

Joined Northern Trust

2022

Education

Bachelor of Science in Business Administration with a major in Finance.

*Account transaction fees apply.
**Some Allpoint ATMs may still display a surcharge screen during your Allpoint ATM transaction. If that happens, simply select “Yes” to accept the surcharge and proceed with your withdrawal. You will not be charged the ATM operator surcharge fee, no fee will be posted on your ATM receipt and a fee will not be deducted from your account.