Kathy Nalywajko, CTFA

Senior Wealth Advisor, Managing Director

New York, NY

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Kathy is a Senior Wealth Advisor at MAI, based out of the New York City office. She joined the firm in 2020 bringing over 30 years of industry experience to the firm. Kathy’s 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, she was a Managing Director and Head of Client Development at ETHIC Wealth Advisors. Kathy has also held positions at Capital Group Private Client Services, 1919 Investment Counsel and U.S. Trust Company.

She earned her BA in Applied Mathematics from Barnard College and her MBA from Columbia Business School. Kathy has also earned the Certified Trust and Financial Advisor designation.

Kathy 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 and as a member of the Advisory Board of Pace University’s School of Health Professions.

We look forward to learning about your financial goals.

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