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Katherine Goodwin

Associate Director

    Kathy is an Associate Director in Pathstone’s Bellevue office and leads the firm’s private fund offerings. Leading a specialized team, she is responsible for accurate and timely reporting for Pathstone’s private investment vehicles. Kathy works collaboratively with the investment team, operational due diligence, and underlying managers. She is also in a member of the Accounting and Financial Reporting Team, helping to deliver comprehensive financial statements for complex situations.

    Prior to Cornerstone, Kathy was a tax manager at PricewaterhouseCoopers, LLP in the asset management industry. In her nearly-decade long career with PwC, Kathy was responsible for working with clients and teams to manage deliverables, deadlines, and other competing needs to timely deliver a work product that exceeded expectations.

    Kathy graduated from the University of Washington with a Bachelor’s Degree in Business Administration and later with a Master of Science Degree in Taxation. Kathy loves solving complex client problems at work, and for her two boys at home. She is an avid runner and enjoys hiking in the Pacific Northwest – both with and without her boys.

    Group

    Client Service Team

    Tax, Accounting, Financial Planning

    Office

    Bellevue, WA

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    Kathy is an Associate Director in Pathstone’s Bellevue office and leads the firm’s private fund offerings. Leading a specialized team, she is responsible for accurate and timely reporting for Pathstone’s private investment vehicles. Kathy works collaboratively with the investment team, operational due diligence, and underlying managers. She is also in a member of the Accounting and Financial Reporting Team, helping to deliver comprehensive financial statements for complex situations.

    Prior to Cornerstone, Kathy was a tax manager at PricewaterhouseCoopers, LLP in the asset management industry. In her nearly-decade long career with PwC, Kathy was responsible for working with clients and teams to manage deliverables, deadlines, and other competing needs to timely deliver a work product that exceeded expectations.

    Kathy graduated from the University of Washington with a Bachelor’s Degree in Business Administration and later with a Master of Science Degree in Taxation. Kathy loves solving complex client problems at work, and for her two boys at home. She is an avid runner and enjoys hiking in the Pacific Northwest – both with and without her boys.