Senior Director – Family Services and Learning
Chai Trust Company LLC
Kathy serves as Senior Director of Family Services & Learning and Assistant Trust Officer for Chai Trust Company LLC, the private company that administers trusts established for the benefit of members of Sam Zell’s family and that serves as the Zell family office. She is responsible for building and managing a broad suite of educational and family office services. She works closely with the well-established functions of Chai Trust Company and Equity Group Investments to educate and inform members of the Zell family, as well as to enhance their experiences in the areas of investment services, risk management, treasury, tax, legal, accounting, and charitable giving, among others.
With more than 20 years of experience in the financial services and wealth management industry, Kathy has served as a lead advisor and relationship manager to families and organizations, including closely held and family-owned businesses. Prior to joining Chai Trust Company in 2019, she served as a Director and Wealth Advisor at BMO Wealth Management. She has also held similar roles at Citi Private Bank, Northern Trust Company and J.P. Morgan Private Bank.
Kathy earned an MBA in Finance from The Wharton School, University of Pennsylvania, and BBA in Accounting from Howard University. She is a member of The University of Chicago Women’s Board, the Chicago Chapter of the Association for Corporate Growth and a past board member and development committee member of Kaleidoscope for Kids, Inc. She also volunteers at the Hyde Park Kenwood Food Pantry.