Katherine Willis Email
Partner, Wealth Advisor at Cerity Partners
- Work email
- •••@ceritypartners.com
- Phone
- (714) ***-****
Who is Katherine Willis?
Katherine Willis is Partner, Wealth Advisor at Cerity Partners, based in West Conshohocken, PA. Katherine works in Finance & Accounting at director level. Katherine's work history also lists Portfolio Manager, Director at Palladium Registered Investment Advisors.
About Katherine
- Location
- West Conshohocken, PA
- Country
- United States
- Department
- Finance & Accounting
- Seniority
- Director
Work experience
- Partner, Wealth AdvisorCurrentCerity Partners
- Portfolio Manager, DirectorPalladium Registered Investment Advisors
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Katherine Willis's workplace
Our mission is to positively impact the financial well-being of our clients by delivering objective financial advice. We serve high-net-worth individuals and their families, businesses and their employees, and nonprofit organizations. Our advice, comprehensive oversight and fiduciary duties extend well beyond investments.
- Headquarters
- New York, NY
- Company size
- 1,001-5,000 employees
- Industry
- Financial Services
- Website
- ceritypartners.com
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Top Cerity Partners employees
- Zack HolleySenior Vice PresidentWest Conshohocken, PAView
- Patrick MorrowPresidentWest Conshohocken, PAView
- Michèle HurleySenior Principal, Head of Wealth Management OperationsWest Conshohocken, PAView
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- Tara RyanChief Marketing OfficerSaratoga Springs, NYView
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Frequently asked questions about Katherine Willis
What is Katherine Willis's email address?
Katherine Willis's work email at Cerity Partners is •••@ceritypartners.com. Argorant shows the full address after you sign up.
Where does Katherine Willis work?
Katherine Willis works at Cerity Partners (industry: Financial Services).
What is Katherine Willis's job title?
Katherine Willis is Partner, Wealth Advisor at Cerity Partners.
Where is Katherine Willis based?
Katherine Willis is based in West Conshohocken, PA.
What is Katherine Willis's phone number?
Argorant holds a phone number for Katherine Willis: (714) ***-****. Argorant shows the full number after you sign up.
Who are Katherine Willis's colleagues?
Colleagues of Katherine Willis at Cerity Partners include Zack Holley, Patrick Morrow and Michèle Hurley.
Last updated November 7, 2026Data wrong?Remove your data
