Profil
Ms. Warner joined WP Global in 2022.
She serves as Chief Compliance Officer and oversees the firm’s compliance program.
Ms. Warner has spent over 30 years in the financial services industry.
Prior to joining WP Global, she served as CAO and CSO at Brownson, Rehmus & Foxworth, Inc. an RIA advising ultra-high net worth clients and their families.
There she oversaw and advised on operations, technology, cybersecurity and other risk matters.
Before that she was the CCO for nearly twelve years at Gresham Partners, LLC a Chicago based multi-family office wealth management firm.
Ms. Warner is an Investment Adviser Certified Compliance Professional®, and participates in the Chicago CCO Roundtable.
She holds a B.S.
degree in Business from Michigan State University.
Anciens postes connus de Kate Sinko Warner
| Sociétés | Poste | Fin |
|---|---|---|
Gresham Partners LLC
 Gresham Partners LLC Investment ManagersFinance Gresham Partners LLC (Gresham) is an independent registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by David Salsburg and Ben Beavers in 1997. Gresham provides investment and wealth planning services to ultra-high net worth individuals, their families and family households, as well as their related trusts, estates, retirement plans, family offices, private trust companies, foundations and endowments. | Compliance Officer | 30/04/2020 |
WP Global Partners LLC
 WP Global Partners LLC Investment ManagersFinance WP Global Partners LLC (WP Global Partners) is a private equity firm founded by Donald Phillips in 2005.The firm headquartered in Chicago, Illinois with additional offices in New York, California, and Florida. | Compliance Officer | - |
Formation de Kate Sinko Warner
| Michigan State University | Undergraduate Degree |
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| Entreprise privées | 2 |
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WP Global Partners LLC
WP Global Partners LLC Investment ManagersFinance WP Global Partners LLC (WP Global Partners) is a private equity firm founded by Donald Phillips in 2005.The firm headquartered in Chicago, Illinois with additional offices in New York, California, and Florida. | Finance |
Gresham Partners LLC
Gresham Partners LLC Investment ManagersFinance Gresham Partners LLC (Gresham) is an independent registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by David Salsburg and Ben Beavers in 1997. Gresham provides investment and wealth planning services to ultra-high net worth individuals, their families and family households, as well as their related trusts, estates, retirement plans, family offices, private trust companies, foundations and endowments. | Finance |
