CoverProfile

Kate King

Partner, Chief Investment Officer

North Berkeley Wealth

United States, California, Berkeley

About Me

Experienced financial advisor working with financial transitions: inheritance, divorce, retirement, stock option awards, new businesses, illness/incapacity with self or parents, sale of a business.

Profile Information

Partner, Chief Investment Officer

North Berkeley Wealth

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Berkeley

California

United States

May 15, 2024

More profiles to browse

Profile Photo
Brian Kozel
Partner, Senior Advisor
Profile Photo
Jim Sertich
Portfolio Management & Trading, Operations Research Analyst

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management