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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 inside the lobby*

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 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.