Katie joined NYLAG in March 2017 as a Senior Financial Counselor. She works on several projects, including  HRA/Goodwill Youth Pathways and Henry Street JobsPlus . Prior to joining NYLAG, Katie spent 19 years with Bessemer Trust, a private multifamily office, primarily as a Senior Client Advisor. During her time at Bessemer, Katie advised high net worth individuals on a wide variety of issues, including budgeting and cash flow, investment management, wealth planning and family office services. Her passion was working with families, especially in educating the “Next Generation” to achieve their goals. Katie is a Certified Financial Planner™ practitioner and received a Bachelor of Science degree from American University.