Financial Times names Wealthstream Advisors to list of top 300 Registered Investment Advisors for 2017.

CNBC names Wealthstream Advisors to list of top 100 wealth management firms for 2015. Click here for more information.

Katharine George

Analyst

Katharine George is an Analyst at Wealthstream Advisors who provides technical and analytical support for the Senior Advisors of Wealthstream Advisors. Katharine’s passion for financial problem solving and helping others led her on the journey to pursue wealth management, graduating from Virginia Tech with a B.S. in Finance, Certified Financial Planning Track.

After growing up and getting her education in Virginia, Katharine was excited to begin her professional life with Wealthstream Advisors here in New York City. In her role as an Analyst, Katharine is responsible for investment research, identifying the needs and obstacles of clients and the development of client recommendations, along with other financial and investment plan analysis.

Katharine is currently pursuing the CERTIFIED FINANCIAL PLANNER™ designation, and planning to take the exam this year. Outside of the office, Katharine enjoys stand-up comedy shows, watching sports, and exploring the many different restaurants in the city.

Education

  • B.S., Business (Finance) with a concentration in the Certified Financial Planning Track, Virginia Tech