2022 Economic & Market Update
We hope you will join us at Forsyth Country Club for our annual economic and market update, featuring Kathryn Nusbaum as our speaker.
Kathryn is a Senior Vice President on Baird’s Institutional Consulting Services team responsible for supporting institutional clients across the firm. Kathryn has over 20 years in the financial services industry serving institutional and private clients, including nonprofit organizations. Prior to joining Baird, Kathryn spent several years in NYC supporting Morgan Stanley’s Private Equity, Investment Banking and Institutional Securities groups. Kathryn has also served as an independent advisor. She is extremely active in the nonprofit community and is on the boards of the HealthReach Community Clinic and the United Way of Central Carolinas Lake Norman.
In addition to focusing on Institutional clients, Kathryn brings specialized knowledge in ESG and sustainable investing. Kathryn consults on analyzing ESG alternatives for clients, as well as writing, speaking and teaching on the topic.
Kathryn received her BS from the Pennsylvania State University and an MBA in Finance from Fairleigh Dickinson University. She is a CFA® charterholder, a licensed Certified Public Accountant (CPA), and a Certified Financial Planner Professional (CFP®). Kathryn holds the Series 7, 63, 65 and 24 securities licenses.