Katherine serves as an Associate at Cresset. In this role, she provides operational and analytical support to the Wealth Advisory team.
Prior to joining Cresset, Katherine was a Financial Analyst on the Partner Advisory team at CH Investment Partners.
She graduated from Southern Methodist University with a bachelor’s in finance. Katherine was born in Leawood, KS but has fully embraced life in Dallas.
Chicago | Atlanta | Charlotte | Dallas | Denver | Greenwich | Houston | Kalamazoo | Los Angeles | Menlo Park | Minneapolis | Naples | Nashville | New York City | Phoenix | San Francisco | Santa Barbara | Sioux Falls | Tulsa | Washington D.C. | West Palm Beach
Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the names of Cresset Sports & Entertainment and CH Investment Partners, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.