Katherine M. Parrish, CIMA®, AIF®Principal
Katherine M. Parrish (Katy) is a Principal and an owner of Precipio Wealth Management LLC, which she co-founded in 2009. Katy manages the financial planning department at Precipio. She is a member of the Investment Committee and Chief Compliance Officer.
Katy has 30 years of experience in financial services and public economics and analysis. Prior to Precipio, she worked as a Financial Advisor at Merrill Lynch, the Institutional Bond Department at Kidder Peabody & Co., and a Technical Analyst in the Managed Solutions Group at PaineWebber / UBS. Earlier, Katy held positions as a Financial Economist and as a Budget Analyst in the Office of Management & Budget (OMB) in the Executive Office of the President for Ronald Reagan, George H. W. Bush, and William J. Clinton.
Education and Certifications
Katy is a graduate of the Villanova School of Business with a Bachelor of Science in Economics degree. She holds the Certified Investment Management Analyst® (CIMA®) designation, earned in conjunction with the Investments & Wealth Institute and The Wharton School program at the University of Pennsylvania. Additionally, Katy holds the Accredited Investment Fiduciary® (AIF®) designation of the Center for Fiduciary Studies, FI360.
Katy is a member of the Financial Planning Association, Investment & Wealth Institute, and the Villanova University Alumni Association.