MBA, the Wharton School. CPA with experience across private investment management, corporate finance and manufacturing.
Katie is a seasoned financial and operational leader with expertise in private investment management, manufacturing, business strategy and corporate finance. She currently serves as a Director at SF Holdings, Inc., a private investment management firm, where she oversees a diverse investment portfolio and tax strategy.
Previously, Katie was CFO of Carolina Foods, LLC, where she led the company’s financial operations and played a pivotal role in its successful sale to a national private equity firm. She also brings deep manufacturing experience, having driven operational improvements and an ERP system implementation that enhanced efficiency and productivity.
Katie is an active member of several professional boards, including Carolina Foods, LLC. Katie began her career with accounting regulatory work at the U.S. Securities and Exchange Commission, followed by roles at Lazard Ltd and Round Table Investment Management Company. Katie is a licensed CPA and was honored as a Palmer Scholar at the Wharton School, where she earned her MBA. Katie also holds a Master of Accounting and a Bachelor of Science in Analytical Finance from Wake Forest University. She is deeply involved in her community, serving on multiple boards and committees with a focus on the arts and youth development.
Written by our team
Naming a family member as trustee is often the kindest-looking decision and the hardest one to live with. Here is when a corporate trustee is the better answer.
Read MoreA model portfolio stops working when a family has entities, trusts and a tax position that no model can see. That is usually the moment to build one.
Read MoreIntegrated planning means tax, estate, philanthropy and investment decisions are made against one plan, by people who can see all of it at once.
Read MoreOur promise is to bring clarity to your financial framework, continuity to the relationship, and trust to every step forward.