We go beyond providing a one-off investment banking service to fill our clients’ very specific needs, effectively joining their team to help them achieve their business goals.
Katherine began her career in investment banking as an analyst at Wachovia, where she progressed as an associate in leverage finance origination and execution as the bank transitioned to ownership under Wells Fargo. Now as Managing Director at North Inlet, Katherine works closely with clients to provide tailored advisory services and in-depth solutions for complex business challenges.
A summa cum laude graduate of Belmont Abbey College with degrees in accounting and business administration, Katherine resides in the Charlotte area with her husband and two children. Her family’s hobby farm includes a vegetable garden, fruit and nut trees, bees, chickens, ducks and rabbits.