Katherine Anne Lidl

Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2019 → 03/2023
  Brightworth
  Atlanta, GA
• 01/2023 → 07/2023
  Cipw Service Company, Llc
  Toronto
• 10/2022 → Present
  Corient
  Atlanta, GA
• 07/2023 → Present
  Corient Services Llc
  Miami, FL
• 08/2014 → 05/2019
  University Of Georgia
  Athens, GA

Designations

• Certified Financial Planner

Other Names

• Kate Lidl