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.