Katherine White

1919 Investment Counsel, VP, Business Development

Linkedin

Career Highlights

• Passing my CFP exam and beginning to work with clients at my firm

• Tripling the number of active participants in our firm's IDEA (Inclusion, Diversity, Equity & Awareness) efforts

• Publishing research on sustainable economic development in the Greater Mekong region (China, Myanmar, Laos, Thailand, Cambodia, and Vietnam)

Failures

• Failed the website (no traffic) for my writing about technology

• Failed website (no traffic) for my creative writing while living in Asia

Current Focus

• Focus on building our firm's presence with thoughtful, good-fit clients

Hobbies

Cross-country skiing, Reading Italian fiction (in translation - I wish I was fluent!), Currently exploring my new home in the Hudson Valley, NY.

Talk to me about

• Personal financial planning (specifically, are you struggling to make sense of different income streams, equity compensation, public v. private investments, retirement savings, debt, and estate planning - all while working (more than) full-time? -- We also love designing values-aligned portfolios for clients

I want to talk to you about

• Insights into helpful technologies for wealth management firms (we're
  always looking for ways to be more efficient and secure).

• Re-branding

• Thoughts on marketing strategy