Profile
Ms. Katherine E.
Werre is Financial Counselor at Willow Street Advisors LLC.
Her focus includes tax planning and compliance, investment review and analysis, and estate planning.
Ms. Werre brings a diverse knowledge base to Willow Street Advisors and graduated summa cum laude from the Ohio State University with Bachelor of Science in Meteorology.
She received her Masters of Accountancy from Cleveland State University in 2012.
Former positions of Katherine E. Werre
Companies | Position | End |
---|---|---|
Willow Street Advisors LLC
Willow Street Advisors LLC Investment ManagersFinance Founded in 2008 by Chris Bray, Rich Stevens and Dave Kearns, Willow Street Advisors LLC is a registered investment advisor located in Naples, Florida. The firm provides comprehensive wealth management services including investment management, trust administration and tax consulting. | Compliance Officer | 2013-12-31 |
Training of Katherine E. Werre
The Ohio State University | Undergraduate Degree |
Cleveland State University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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Willow Street Advisors LLC
Willow Street Advisors LLC Investment ManagersFinance Founded in 2008 by Chris Bray, Rich Stevens and Dave Kearns, Willow Street Advisors LLC is a registered investment advisor located in Naples, Florida. The firm provides comprehensive wealth management services including investment management, trust administration and tax consulting. | Finance |
- Stock Market
- Insiders
- Katherine E. Werre