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Katie Ives

Senior Relationship Advisor

Milwaukee, WI | (414) 905-7800

Katie Ives

Expertise

Katie holds the Certified Financial Planner™ designation.

Experience

Katie joined Northern Trust in 2008. Prior to this, she worked at Landaas & Company and 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.

Education

Bachelor of Arts - University of Wisconsin – Madison

Credentials

Katie is a Senior Relationship 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.

Milwaukee

Cash Services Unavailable | ATM Available*

Allpoint - Surcharge Free**

MoneyPass - Surcharge Free

Visa – Worldwide Locations

526 East Wisconsin Avenue

Milwaukee, Wisconsin 53202

Call: +1- 414-905-7800
GET DIRECTIONS

*Account transaction fees may apply when a non-Northern Trust card is used.
**Allpoint and MoneyPass Network ATMs are surcharge free for NT cardholders. Locate these ATMs in the Private Passport App by selecting Find ATM on the sign in landing page. Some Allpoint ATMs may display a surcharge screen. Select “Yes” to proceed; a surcharge will not be charged, displayed on your receipt, or deducted from your account.