Associate, Private Wealth Client Services
Kate Banwell is an Associate, Private Wealth Client Services at Cresset. She is responsible for client onboarding, investment implementation, and private banking services. Kate also supports the Houston-based Advisors in addressing the day-to-day needs of clients, establishing accounts, and managing tax document facilitation.
Prior to joining Cresset, Kate worked at Mosaic Advisors as a Relationship Manager and Operations Analyst, where she serviced ultra-high-net-worth families. She has experience in estate planning, private investments, and deep knowledge of complex investment concepts and products.
Originally from Fort Worth, Kate moved to Houston for college and graduated from the University of Houston with a degree in finance.
Kate and her fiancé Tim spend their weekends exploring Houston’s food scene, traveling, visiting loved ones, and spending time outside with their pup, Luna.