Perfil
Ms. Katherine C.
Willis, CFA, is Principal & Portfolio Manager at Palladium Partners LLC.
She brings a breadth and depth of knowledge along with empathetic investment proficiency built over 25 years of investment experience.
Her career began in the brokerage industry; she later served as the head trader for an investment advisory firm.
Before founding Palladium in 2008, Ms. Willis spent 15 years as a Portfolio Manager at Virginia Investment Counselors.
Ms. Willis graduated with dual BA degrees in Economics and French from Randolph-Macon Woman’s College, she later earned the Chartered Financial Analyst and Chartered Investment Counselor designations.
Antiguos cargos conocidos de Katherine Clay Willis.
| Empresas | Cargo | Fin |
|---|---|---|
Palladium Partners LLC
 Palladium Partners LLC Investment ManagersFinance Palladium Partners LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Norfolk, Virginia. The firm was founded in 2008 by Katherine Willis and they do business as Palladium Registered Investment Advisors. Palladium Partners provides discretionary portfolio management services to individuals, high net-worth individuals, trusts, estates, 401K plans, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, corporations and other businesses. | Fundador | 01/06/2022 |
Virginia Investment Counselors, Inc.
 Virginia Investment Counselors, Inc. Investment ManagersFinance Virginia Investment Counselors, Inc. (VIC), located in Norfolk, Virginia and founded in 1972, is a subsidiary of BB&T Asset Management LLC, which is a subsidiary of BB&T Corporation (NYSE: BBT). Since inception, VIC has been providing investment management for individuals, retirement plans, corporations, foundations and endowment funds. | Gestor de Cartera-Acciones | - |
Formación de Katherine Clay Willis.
| Randolph-Macon College | Undergraduate Degree |
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| Empresas privadas | 2 |
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Virginia Investment Counselors, Inc.
Virginia Investment Counselors, Inc. Investment ManagersFinance Virginia Investment Counselors, Inc. (VIC), located in Norfolk, Virginia and founded in 1972, is a subsidiary of BB&T Asset Management LLC, which is a subsidiary of BB&T Corporation (NYSE: BBT). Since inception, VIC has been providing investment management for individuals, retirement plans, corporations, foundations and endowment funds. | Finance |
Palladium Partners LLC
Palladium Partners LLC Investment ManagersFinance Palladium Partners LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Norfolk, Virginia. The firm was founded in 2008 by Katherine Willis and they do business as Palladium Registered Investment Advisors. Palladium Partners provides discretionary portfolio management services to individuals, high net-worth individuals, trusts, estates, 401K plans, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, corporations and other businesses. | Finance |
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