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Kathryn Henningsen

Advisor

    Kate is an Advisor in the firm’s Bellevue office, serving as the main point of contact for many of Pathstone’s high-net-worth families and individuals. Working alongside Managing Directors, Kate helps to enhance all aspects of the client experience, providing a wide range of services including asset allocation, investment performance reporting, financial plan implementation, and various other day-to-day operations.

    Kate joined Pathstone as part of the Cornerstone Advisors acquisition in 2020. During her three and a half years at Cornerstone, she gained extensive expertise in financial modeling and relationship management.

    In 2016, Kate earned her Bachelor of Business Administration Degree from Gonzaga University in Spokane, WA. She double-majored in Business Administration and Finance. In 2017, she earned her Series 65 license. Kate plans to sit for the Certified Financial Planner™ exam in 2021.

    Kate grew up in Bellevue, WA. Outside of work, she enjoys traveling, hiking, and spending time with family and friends.

    Group

    Client Service Team

    Investment Advisory

    Office

    Bellevue, WA

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    Kate is an Advisor in the firm’s Bellevue office, serving as the main point of contact for many of Pathstone’s high-net-worth families and individuals. Working alongside Managing Directors, Kate helps to enhance all aspects of the client experience, providing a wide range of services including asset allocation, investment performance reporting, financial plan implementation, and various other day-to-day operations.

    Kate joined Pathstone as part of the Cornerstone Advisors acquisition in 2020. During her three and a half years at Cornerstone, she gained extensive expertise in financial modeling and relationship management.

    In 2016, Kate earned her Bachelor of Business Administration Degree from Gonzaga University in Spokane, WA. She double-majored in Business Administration and Finance. In 2017, she earned her Series 65 license. Kate plans to sit for the Certified Financial Planner™ exam in 2021.

    Kate grew up in Bellevue, WA. Outside of work, she enjoys traveling, hiking, and spending time with family and friends.