Katherine is the Vice President of Operations. Previously, Katherine worked as a Private Wealth Management Investment Analyst at Morgan Stanley. In her role, Katherine supported her team with investment research, asset allocation management, and holistic wealth planning. Prior to Morgan Stanley, Katherine was an Investment Advisor at OneDigital Investment Advisors where she managed a $10M book of business as the lead advisor. Additionally, she designed and implemented the firm’s participant education strategy. Katherine is a CFP® practitioner and holds her Series 7, 65, and 66 licenses.

Katherine graduated summa cum laude from the University of Maryland Honors College as a member of the Phi Beta Kappa honors society. She won two national championships as a member of the Varsity Women’s Lacrosse Team.

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