About Katherine

Katherine Clark – My Story

Katherine Clark is a Senior Client Services Manager and brings over 10 years of experience in the financial services industry. She focuses on welcoming new clients to our firm and ensuring our current clients are taking advantage of all the firm has to offer. She is committed to delivering a high level of customer service and ensuring client’s account needs are handled in a timely manner.

Katherine’s knowledge of the industry as well as her dedication to serving our clients makes her a vital part of the team. She began her career in finance at Wachovia Bank on Kiawah Island. Then she served as an office coordinator at Pratt-Thomas Gumb & Co., a large CPA firm in Charleston. Most recently, Katherine spent eight years in Chicago working in compliance with a global alternative asset management firm.

A native of Charleston and graduate of College of Charleston, Katherine lives in West Ashley with her husband and their two children.