Katherine Harrington

Katherine Harrington is a Senior Associate and Relationship Manager at Summit Trail Advisors, a networked family office based in New York. In her current role, she works closely with high-net-worth clients, primarily those based on the West Coast, providing tailored wealth management solutions and strategic financial guidance. Her responsibilities include overseeing client relationships, coordinating investment strategies, and ensuring comprehensive service delivery across a broad range of financial needs.

Katherine specializes in managing portfolios across diverse asset classes, including public equities, fixed income, alternative investments, and private equity. She is particularly focused on delivering customized investment solutions for families and entrepreneurs, leveraging Summit Trail Advisors’ collaborative network to access boutique and differentiated opportunities. Her expertise extends to estate planning, tax-efficient investing, and multi-generational wealth transfer strategies.

Prior to her current position, Katherine served as an Associate at Summit Trail Advisors and held a brief tenure as a Senior Associate at First Republic Private Wealth Management. She holds a Master of Science from Queen Mary University of London and a Bachelor of Arts from the University of Connecticut. Katherine is recognized for her client-centric approach and her ability to navigate complex financial landscapes, contributing to the firm’s reputation for excellence in wealth management and fiduciary service.