Kathy Nalywajko, CTFA

Senior Wealth Advisor, Managing Director

New York, NY

LET'S CONNECT

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

We look forward to learning about your financial goals.

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