Katherine has over five years of marketing experience in the Financial Services industry. She is responsible for developing and implementing the company's marketing strategy and assisting with business development strategies. She is passionate about helping the firm strengthen client relationships through relationship marketing as well as increasing the firm's brand awareness. Katherine helped lead the company's digital transformation in 2020, which included immediately shifting in-person client events to virtual and implementing new areas of the firm's video marketing strategy.
Prior to her role at Stavis & Cohen, she was Marketing Director for two other boutique-style firms where she also led and implemented their overall marketing strategy. Katherine's area of expertise include brand marketing, digital marketing, video marketing, social media marketing and event planning and execution.
She is originally from Winter Park, Florida and holds a B.B.A in Marketing and Corporate Relations from The University of Mississippi. In college, Katherine was involved in Alpha Delta Pi sorority that is committed to serving Ronald McDonald House Charities. In her spare time she enjoys painting, playing tennis and going to the park with her French Bulldog, Lily, and husband, Jackson.
Non-registered assistant to Stavis & Cohen Private Wealth