Katherine serves as a Director at Cresset. In this role, she works with clients to help them achieve their financial goals through tailored investment solutions, estate planning, and financial guidance.
Prior to Cresset, Katherine was a Director on the Partner Advisory team at CH Investment Partners. Before that, she worked in investment management at Deutsche Bank.
Katherine serves on the Investment Committee for the Dallas Regional Chamber and is part of Communities Foundation of Texas’ Emerging Leaders in Philanthropy program. She graduated magna cum laude from the University of Miami with a Bachelor of Business Administration in both finance and legal studies.