Kathy Nalywajko, CTFA

Designations

• Certified Trust and Financial Advisor designation

Work Experience

• Joined MAI in 2020, bringing over 30 years of industry experience
• Primary focus is on MAI’s growth and development efforts, while also working closely with clients on wealth protection, intergenerational wealth transfer, and a variety of other financial planning strategies
• Prior to MAI, was a Managing Director and Head of Client Development at ETHIC Wealth Advisors
• Held positions at Capital Group Private Client Services, 1919 Investment Counsel, and U.S. Trust Company

Life Outside of MAI 

• Serves as President of the Board of the Ukrainian Institute of America
• Chair of the Board of ACG Cares NY, as a member of the Advisory Council of the New York Common Pantry

Education

• Barnard College, BA in Applied Mathematics
• Columbia Business School, MBA