Kate Westhuis
Senior Director - Investments @Oppenheimer & Co. Inc.
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WORK HISTORY
Senior Director - Investments @Oppenheimer & Co. Inc.
EDUCATION
Haverford College
BA, Economics, Psychology
NYU Stern School of Business
MBA, Management, Finance, Economics
ABOUT KATE WESTHUIS
Kathryn Westhuis, Senior Director of Investments, co-manages investment strategy and portfolio management.Kate’s career in Finance began after she graduated from Haverford College in 2003 with a major in Economics and a minor in Psychology. Kate pursued her passion for Finance at NYU’s Stern School of Business where she earned an MBA with specializations in Management and Finance.Kate\'s understanding of financial markets is further complemented by her professional qualifications. She holds the Chartered Alternative Investment Analyst (CAIA) designation as well as the FINRA 4, 7, 24, 55, 63, and 65 registrations.I am licensed in the following States: AL, AZ, AR, CA, CO, CT, DE, FL, GA, KS, KY, LA, ME, MD, MA, NV, NH, NJ, NY, NC, OH, OR, PA, RI, SC, TN, TX, VA. Any information contained herein pertaining to a securities business should not be considered a solicitation to buy or sell any securities or financial products, and is otherwise not intended for anyone who does not reside in those States. Links are being provided for informational purposes only. Please go to for important information regarding social media and posted content. For a direct link to the disclosures, please click on Disclaimers in the Contact Info section of my profile.
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