Katherine C. Willis, CFA, CIC

Principal

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 College (formerly Randolph-Macon Woman’s College), she later earned the Chartered Financial Analyst® and Chartered Investment Counselor designations.

Katherine has two adult children and lives in Virginia Beach with her husband Ros. She is an outdoor enthusiast and enjoys being on the water, traveling, cooking and entertaining. Katherine serves her community through involvement in a number of organizations.

Katherine’s Contact Information:

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

Email Katherine: [hide_email kcwillis@palladiumllc.com]