Summary
Overview
Work History
Education
Skills
Certification
Leadership Experience
Timeline
Generic

KATHERINE PEABODY

Richmond

Summary

Private wealth professional focused on advising ultra-high-net-worth families on comprehensive investment strategies and multigenerational wealth management. Expertise in coordinating estate planning, tax strategies, and trust structures, ensuring tailored solutions for complex financial needs.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Relationship Manager

Dunham & Associates
San Diego
10.2025 - Current
  • Lead relationships and investment strategy for UHNW families with $25M+ in assets.
  • Partnered with attorneys, CPAs, and trustees to coordinate comprehensive estate, trust, and tax strategies for clients.
  • Conduct tax-aware portfolio reviews and distribution planning across trusts, partnerships, and family entities.
  • Managed valuation, reporting, and distribution processes for privately held real estate assets.

Client Services Associate

Dunham & Associates
San Diego
06.2023 - 10.2025
  • Strengthened client relationships across multi-account portfolios and complex trust structures.
  • Executed account servicing and operational workflows, ensuring accurate consolidated reporting.
  • Managed real estate valuations and distribution processes for family partnerships and related entities.

Financial Representative

Fidelity Investments
Tysons Corner
08.2022 - 06.2023
  • Identified financial planning opportunities, facilitating advisory consultations that aligned client goals with investment strategies.
  • Provided investment guidance and portfolio support to retail and emerging HNW clients.
  • Executed brokerage, retirement, and service transactions, ensuring adherence to compliance and service standards while enhancing client satisfaction.

Education

BBA - Government & Marketing

College of William & Mary
Williamsburg, VA

Skills

  • Wealth management
  • Attention to detail
  • Tax strategy coordination
  • Asset allocation
  • Client relationship management

Certification

  • SIE
  • Series 7
  • Series 63
  • Series 66

Leadership Experience

  • CorePower Yoga: Yoga Sculpt Instructor
  • Kappa Kappa Gamma: Social & Event Chair
  • Economics Club: Executive Leadership Team
  • Berkeley Middle School Mentorship Program: Academic Mentor

Timeline

Relationship Manager

Dunham & Associates
10.2025 - Current

Client Services Associate

Dunham & Associates
06.2023 - 10.2025

Financial Representative

Fidelity Investments
08.2022 - 06.2023

BBA - Government & Marketing

College of William & Mary
KATHERINE PEABODY