Katherine Markham

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2020 → 08/2020
  Citi Group
  New York City, NY
• 06/2021 → 08/2021
  Citi Group
  New York, NY
• 07/2022 → 07/2024
  Citi Group
  New York, NY
• 01/2010 → 05/2020
  Unemployed
  Naples, FL
• 09/2020 → 05/2021
  Unemployed
  Naples, FL
• 09/2021 → 05/2022
  Unemployed
  Naples, GA
• 08/2024 → Present
  Morgan Stanley
  New York, NY

Previous Registrations

• 2022-09-10 → 2024-07-26
  Citigroup Global Markets Inc.
  New York, NY
  New York, NY
  Tampa, FL
  New York, NY
  New York, NY
  New York, NY
  New York, NY
• 2022-10-13 → 2010-06-30
  Citi Private Alternatives, Llc
  New York, NY
  New York, NY
  New York, NY
  New York, NY

Other Businesses

*607423 - Markham Development Company; Investment related; Yes; Paris, Kentucky; Real Estate; Advisor (proprietor, partner, officer, director, employee, trustee, agent); 03/2024; During business hours: 0; After business hours: 6; Business Development/Growth

Exams

• S66 Uniform Combined State Law Examination
  2022-09-10