Katherine is a Vice President at 1919 Investment Counsel. In her role as a Business Development Officer, Katherine works with individuals, families, foundations, and endowments, delivering comprehensive investment counsel. Her primary focus is developing new client relationships, working with prospective clients to understand their unique goals, and building the right client team around them. Katherine is a member of the Women & Wealth Advisory Team, the Financial Planning Team, and the Marketing Steering Committee.

Outside of the office, Katherine has previously served as a Board Member of the Spannochia Foundation and as a volunteer for Princeton in Asia’s New York Chapter.

Before joining 1919, Katherine led customer operations for a digital marketing firm and held roles in sales and investment analysis at Neuberger Berman and DRD Investments Family Office, respectively. At DRD Investments, she also led the family’s foundation efforts.

Katherine is a former collegiate cross-country skier, and in her spare time, she spends as much time as possible on snow.

Katherine received her B.A. in Comparative Literature from Williams College, and she is a CFP® professional.