Kate Donnelly works with clients to understand their goals and objectives; manage their impact investments; and integrate their investment strategy, philanthropy, and estate planning into a cohesive plan. She has worked with individuals and families for 15 years and joined Tiedemann when the firm combined with Threshold Group. Tiedemann strives to help clients realize the full potential of their assets and achieve what matters most to them. At Threshold Group Kate served as a Wealth Advisor and Director of Community Square, a shared-learning program for clients.
Kate is a Certified Financial Planner™ professional and earned a Bachelor of Science in Education from Bucknell University. She volunteers on the board of Zeno | Math Powered and is in the 2018 cohort of the SVP Northwest Conservation Philanthropy Fellowship.