Director, Strategy and Planning
Katy Weeks serves as Director, Strategy and Planning, working closely with Cresset President Liz Nesvold. In her role, Katy partners with Finance, Corporate Development, and other departments across the organization to shape and execute the firm’s strategic initiatives.
Katy brings several years of experience in the financial services and fintech industries, specializing in corporate development, investment banking, consulting, and finance. Prior to Cresset, Katy was a Finance Manager at HoneyBook, where she led strategic and financial planning. Katy joined Silver Lane Advisors in 2019, where she focused on RIA industry deal execution and strategic consulting work. Prior to that, Katy launched her career working on Citigroup’s Corporate Mergers and Acquisitions team.
Katy earned a Bachelor of Science in Hotel Administration from Cornell University’s Johnson School of Business.