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Katie Ives

Senior Trust Advisor

Milwaukee, WI | (414) 905-7800

Katie Ives

Expertise

Katie is a Senior Trust Advisor, responsible for providing holistic wealth management services to individuals, families, foundations and endowments. She has expertise in financial planning, wealth transfer, estate planning, investments, tax management, financial education and philanthropy. Katie has over 20 years of experience in wealth management.

Experience

Prior to joining Northern Trust in 2008, Katie worked as an Associate Investment Advisor at Landaas & Company and in sales, service and training positions for Strong Funds.

Community Involvement

Katie serves on the board of Community Smiles Dental and is a past board member of the Planned Giving Council of Eastern Wisconsin.

Joined Northern Trust

2008

Education

Bachelor of Arts, University of Wisconsin

Credentials

Certified Financial Planner (CFP®)

Milwaukee

Cash Services Unavailable | ATM Available inside the lobby*

Allpoint - Surcharge Free**

MoneyPass - Surcharge Free

Visa – Worldwide Locations

526 East Wisconsin Avenue

Milwaukee, Wisconsin 53202

Call: +1- 414-905-7800
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*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.