Katherine Pitman

Katherine Pitman serves as a Partner and Vice President Client Administrative Manager at Steward Partners Global Advisory, where she leverages her extensive experience to enhance client relationships and streamline administrative processes. With over two decades of dedicated service in nonprofit community engagement, Katherine brings a unique perspective to wealth management, emphasizing the importance of trust and understanding in navigating financial goals. Her role involves not only managing client accounts but also ensuring that each client feels valued and secure in their financial journey.

At Steward Partners, Katherine is instrumental in key projects that focus on enhancing client service delivery and operational efficiency. She collaborates closely with financial advisors to develop tailored wealth planning strategies that align with clients' individual objectives, whether they are family investors or institutional clients. Her expertise in customer service and account management allows her to anticipate client needs proactively, ensuring a seamless experience from onboarding through ongoing support.

Katherine's background in strategic planning and community outreach further enriches her approach to client engagement. She understands the importance of building lasting relationships and fostering a sense of community among clients, which is crucial in an industry that often feels impersonal. Her leadership skills shine through in her ability to coordinate events and initiatives that not only educate clients about their financial options but also create a supportive network for sharing experiences and insights.

In her role, Katherine embodies the values of Steward Partners Global Advisory, focusing on comprehensive wealth management while maintaining a calming presence that reassures clients during pivotal financial decisions. Her commitment to exceptional service and community engagement makes her an invaluable asset to both the firm and its clients.