Katie White, CFP®

Katherine White is a Business Development Officer at 1919 Investment Counsel. She works closely with individuals, families, foundations, endowments, and non-profit organizations to understand their unique financial needs and develop tailored, holistic solutions to help them achieve their goals. Katherine focuses primarily on new business development in New York and the Northeast.

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

Katherine graduated from Williams College with a B.A. in Comparative Literature and was a Varsity Nordic Ski Team member. She is a CERTIFIED FINANCIAL PLANNER™ professional. Katherine also serves on the board of the Spannocchia Foundation and enjoys traveling, hiking, and all snow sports.