Sr. Wealth Advisor
Katherine’s (Katy) career as a wealth advisor to individuals, families, and institutions spans 25 years. After years with the Merrill Lynch Private Client Group and then with the Kidder Peabody Institutional Bond Department, Katy held positions in Washington, DC, first as a Financial Economist and later as a Budget Analyst, at the Office of Management and Budget (OMB) in the Executive Offices of President Reagan, President Bush (1), and President Clinton. After her government service, Katy returned to wealth management as an Investment Analyst with the Parrish Consulting Group at UBS and at Merrill Lynch. Then, in 2009, she co-founded and co-owned Precipio Wealth Management, an early breakaway, fee-only registered investment adviser firm.
Katy maintains professional certifications, as a Certified Investment Management Analyst®, granted in a joint program between the Investments & Wealth Institute and the Wharton School, University of Pennsylvania, and as an Accredited Investment Fiduciary®, granted by Fi360, Inc. Katy is a graduate of Villanova University with a Bachelor of Science in Economics degree.
Following Precipio Wealth Management’s merger with Mercer Global Advisors in 2021, Katy continues guiding clients in their financial lives as a Senior Wealth Advisor in McLean, VA and Palm Beach, FL. She and her husband, Edgar, who is also a Mercer advisor, enjoy spending personal time with their grown sons and families and traveling.