Katherine White

About

Katherine excels at 1919 Investment Counsel by forging strong client connections, matching their financial objectives with expert teams for optimized portfolio management. Her career includes directing customer operations at a digital marketing company, plus sales and investment analysis roles at Neuberger Berman and DRD Investments Family Office, where she spearheaded family foundation projects. A Williams College graduate with a B.A. in Comparative Literature, she actively participates in the Women & Wealth Advisory Team, Financial Planning Team, and Marketing Steering Committee, while previously contributing to the Spannochia Foundation board and Princeton in Asia’s New York Chapter. 1919 Investment Counsel's South Florida office in Vero Beach links her to Miami's thriving wealth management landscape, aiding local clients in sophisticated asset protection strategies.