Katherine C. Willis

CFA, CIC, Principal and Portfolio Manager

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Katherine serves as a Principal and Portfolio Manager at Palladium. She brings a breadth and depth of knowledge along with empathetic investment proficiency built through 25 years of investment experience. Her career began in the brokerage industry; she later served as the head trader for an investment advisory firm. Before founding Palladium, Katherine spent 15 years as a Portfolio Manager at Virginia Investment Counselors. Graduating with dual BA degrees in Economics and French from Randolph-Macon Woman’s College, she later earned the Chartered Financial Analyst® and Chartered Investment Counselor designations.

Katherine lives in Virginia Beach with her husband and two children. As an outdoor enthusiast, she is always on the go enjoying all that the beach has to offer. Katherine serves her community through involvement in a number of organizations.

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Katherine’s Contact Information:

contactwatermarkOffice: 757.305.1500
Direct: 757.305.1503
Toll Free: 866.495.6498
Fax: 757.305.1538

 

Email Katherine: [hide_email kcwillis@palladiumllc.com]

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Community Involvement

First Presbyterian Church
Elder and Committee Member

Horizons Hampton Roads
Former Chair, Advisory Board Member

Monarch Bank
Virginia Beach Advisory Board

Randolph College
Board of Trustees

Sandler Center Foundation
Board of Trustees