- Current role
- CEO and Founder, AdvoKate IQ
- Education
- BA in Economics, Rutgers
Executive Certificate, Wharton (SIFMA Securities Industry Institute)
Kate Healy serves on the Advisory Board of Nesvold Capital Partners. She is the CEO and Founder of AdvoKate IQ, which helps wealth managers pair organic growth with workforce development.
Kate was previously Managing Director of the CFP Board’s Center for Financial Planning and, before that, a Managing Director leading marketing at TD Ameritrade Institutional. She has been recognized by Investment Advisor, InvestmentNews, and WealthManagement.com.
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