Katherine Bublitz
ASSOCIATE, WEALTH MANAGEMENT
Katherine is an Associate, Wealth Management, at Choreo in Madison, WI. In her current role, she synthesizes complex financial data and collaborates with advisors to develop personalized, goal-based plans for both current and prospective clients.
Prior to joining Choreo, Katherine gained experience at Hilltop Wealth Advisors and Bank of America where she evaluated ongoing market trends to better provide recommendations to clients. She also conducted and presented research to advisors on advanced and uncommon topics in preparation for client meetings.
Outside of work, Katherine is a Certified Fitness Instructor and loves to stay active – favorite activities include hiking, rock climbing, weightlifting, and yoga. She enjoys watching college sports and rooting for her and her partner’s alma maters NC State and Duke.
PROFESSIONAL REGISTRATIONS
- Series 7, 66
EDUCATION
- B.S., Business Administration - Finance | Summa Cum Laude | GPA: 3.959
