Katherine Willis Email & Phone Number
Partner, Wealth Advisor @ Cerity Partners
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Katherine Willis Location
- Norfolk, VA, US
Katherine Willis Work
- Partner, Wealth Advisor @ (June 2022 - Present)
- Portfolio Manager, Director @ Palladium Registered Investment Advisors (January 2008 - June 2022)
- Portfolio Manager @ Virginia Investment Counselors (June 1994 - February 2008)
Katherine Willis Education
- Randolph College
Bachelor’s Degree (Economics)
1985-1989
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
- Risk Management
- Public Speaking
- Business Analysis
- Financial Analysis
Katherine Willis Summary
- Katherine Willis, based in Norfolk, VA, US, is currently a Partner, Wealth Advisor at Cerity Partners. Katherine Willis brings experience from previous roles at Palladium Registered Investment Advisors and Virginia Investment Counselors. Katherine Willis holds a 1985 - 1989 Bachelor’s Degree in Economics @ Randolph College. With a robust skill set that includes Asset Managment, Investments, Investment Advisory, Portfolio Management, Wealth Management and more. Katherine Willis has 1 emails and 1 mobile phone numbers on RocketReach.
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