Speakers

 

Kate Hennessy, CFP

Partner

AssetGrade


Kate Hennessy is a Partner and CERTIFIED FINANCIAL PLANNER™ at AssetGrade Registered Investment Advisors. Kate focuses on helping women and families achieve their financial goals. Kate enjoys consulting with her clients to find solutions that will have a positive impact on their lives. Before joining AssetGrade in 2016, she was with Fidelity Investments for 15 years and The Northern Trust Company for 4 years. Kate frequently speaks as a guest financial advisor about life transitions, college planning, and retirement options for businesses and individuals. Her clients appreciate her experience in the field, honesty, and ability to provide solutions. Kate is a former Director on the Board of Oak Bank and Trustee to ISBI (Illinois State Board of Investment). Kate received her B.A. from St. Mary’s College of Notre Dame.