Katherine Willis

Katherine Willis Email and Phone Number

Partner, Cerity Partners @ Cerity Partners
new york, new york, united states
Katherine Willis's Location
Norfolk, Virginia, United States, United States
Katherine Willis's Contact Details

Katherine Willis personal email

n/a

Katherine Willis phone numbers

About Katherine Willis

CFA20+ years investment experienceSpecialties: investment management

Katherine Willis's Current Company Details
Cerity Partners

Cerity Partners

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Partner, Cerity Partners
new york, new york, united states
Website:
ceritypartners.com
Employees:
211
Katherine Willis Work Experience Details
  • Cerity Partners
    Partner, Wealth Advisor
    Cerity Partners Jun 2022 - Present
    Coastal Virginia
    View
  • Palladium Registered Investment Advisors
    Portfolio Manager, Director
    Palladium Registered Investment Advisors Jan 2008 - Jun 2022
    Norfolk, Virginia Area
    Investment management and counseling for wealthy individuals, families, and business owners.
  • Virginia Investment Counselors
    Portfolio Manager
    Virginia Investment Counselors Jun 1994 - Feb 2008

Katherine Willis Skills

Asset Managment Investments Investment Advisory Portfolio Management Wealth Management Asset Allocation Financial Modeling Valuation Equities Equity Research Fixed Income Alternative Investments Private Equity

Katherine Willis Education Details

Frequently Asked Questions about Katherine Willis

What company does Katherine Willis work for?

Katherine Willis works for Cerity Partners

What is Katherine Willis's role at the current company?

Katherine Willis's current role is Partner, Cerity Partners.

What is Katherine Willis's email address?

Katherine Willis's email address is kc****@****llc.com

What is Katherine Willis's direct phone number?

Katherine Willis's direct phone number is +175730*****

What schools did Katherine Willis attend?

Katherine Willis attended Randolph College.

What skills is Katherine Willis known for?

Katherine Willis has skills like Asset Managment, Investments, Investment Advisory, Portfolio Management, Wealth Management, Asset Allocation, Financial Modeling, Valuation, Equities, Equity Research, Fixed Income, Alternative Investments.

Who are Katherine Willis's colleagues?

Katherine Willis's colleagues are Kevin Dorwin, Tammy Golde, Cfp®, Mark Castell, Brenda Bujanauskaite, Tyler Brook, David R. Hudson, Dylan Cooper, Cfp®.

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