Katherine Marino
Senior Vice President
As Senior Vice President of Client Analytics, Katie oversees the analyst team focused on defined contribution plans including corporate 401(k) plans, nonprofit plans, higher education clients and more. She is a member of the firm’s Defined Contribution Business Council, Recordkeeper Oversight Council, Strategic Oversight Committee and Engagement Council. Katie has been servicing institutional clients for over a decade and has a wide range of knowledge in fee analysis, plan benchmarking, vendor analysis and plan design strategy. She joined the firm in 2009. Prior to joining the firm, she was a Treasury Analyst with United Health Group’s Corporate Treasury Department. Katie received her MBA from the University of Hartford and a BA from Simmons College.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
