Katie Fortuna — Wealth Advisor · The Mather Group, LLC

Katie Fortuna — Wealth Advisor · The Mather Group, LLC · Greater Chicago Area.

Direct contact

No direct contact on file for Katie yet.

Experience

Wealth AdvisorCurrent
The Mather Group, LLC · Chicago, Illinois, United States
May 2024 – Present
Senior Vice President, Senior Client Advisor
Bessemer Trust · Chicago, Illinois, United States
Jan 2022 – Apr 2024

Education

DePaul University — Master of Business Administration - MBA · Sep 2019 – Jun 2021
Fordham University — Bachelor of Science (B.S.), Finance, General · 2002 – 2006

Skills

PhilanthropyFinancial PlanningFinancial AdvisoryWealth ManagementFixed IncomeEquitiesInvestmentsAsset ManagmentSeries 7Portfolio ManagementAsset AllocationSecurities

Related professionals · The Mather Group, LLC

Emily Due, CPA — Director of Tax
Laura M. Sweeney — Executive Managing Director, Legacy at TMG