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Katie Florig
Market Executive, SVP 1834 @1834, A Division Of Old National Bank
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WORK HISTORY
Market Executive, SVP 1834 @1834, A Division Of Old National Bank
Chicago, IL, US
1834 was formed on the promise of building stable, enduring wealth management and investment advisory relationships with high-net-worth individuals and institutions. The name honors the storied legacy of our parent company, Old National, that was founded in 1834.We pride ourselves in offering a tailored approach to wealth management through boutique-style practices. Our clients have access to deep institutional and professional investment knowledge in a custom, personalized service model built around their long-term financial needs and aspirations. 1834 services:Wealth Planning · Investment Management · Trust & Fiduciary Services · Estate Planning & Administration · Private Banking (through Old National Bank) · Institutional Services for businesses and nonprofits, including Investment Management, Corporate Trust Services, Philanthropy & Endowment Services and Retirement Plan Services.
EDUCATION
Miami University
BS
SKILLS
ABOUT KATIE FLORIG
CFA, CFP with 30+ years of experience providing wealth solutions to individuals…
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