Katherine M.

Vice President, Compliance at Seven Post Investment Office LP

Role: Vice President, Compliance at Seven Post Investment Office Lp
Location: San Francisco, CA, US
LinkedIn followers: 500 followers

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Experience

Vice President, Compliance
Seven Post Investment Office Lp
May 2021 — Present
Seven Post is a Private Investment Office that provides investment management and family office solutions for a select group of ultra high net worth families, endowments and foundations.

Education

University of San Francisco
Bachelor's of Science in Business Administration

Contact information

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Work email
•••••@sevenpost.com
Personal email
•••••@•••••.com
Direct dial
+14•••••••83

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Current company

Seven Post Investment Office Lp

Investment Management · 20 employees · Founded 2011 · San Francisco, California, United States

We provide customized, independent counsel to clients with significant assets. Our singular mission is to preserve and enhance client wealth. We engage in continuous dialogue and education to best understand client objectives and to improve decision-making. Seven Post manages global multi-asset class portfolios for a select number of important relationships with a focus on risk management and long-term investment results. Our approach takes account of investment structure, taxes, socially responsible mandates, estate and trust planning, philanthropy, requirements for income and other client objectives. Seven Post is a privately owned partnership and completely independent of other financial institutions. We have a value-oriented, long standing investment philosophy; managing core investments as well as engaging third-party sub-advisers on behalf of clients. Client assets are held in global custodian banks, providing institutional safety as well as the security of third party portfolio reporting and accounting.

sevenpost.com

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Experience

Vice President, Compliance

Education

University of San Francisco

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