Katharine K. Middleton and her teammates provide a holistic approach to managing the complex financial lives of multi-generational families. Katharine and her team work cooperatively with clients’ other advisors to develop, coordinate, and execute family entity administration, estate and tax planning, investment management, and charitable giving legacies.
Prior to joining The St. Louis Trust Company, Katharine worked in family wealth management at Moneta, one of the largest registered investment advisors (RIA) in the country and was a clinical researcher at Washington University in St. Louis’ School of Medicine. She earned a Bachelor of Arts degree in Philosophy-Neuroscience-Psychology from Washington University in St. Louis.
Outside the office, Katharine enjoys traveling, baking, reading, and spending time outdoors with her husband and their Labrador Retriever, Luna. Katharine remains involved with Wash U and serves as an associate board member of the Washington University in St. Louis Alumni Board of Governors.