Katherine M. Lammert manages the firm’s internal trust operations and compliance, as well as the firm’s estate administration efforts in Ohio and Florida. Included in her duties are regular coordination with clients and third-party banks, custodians and broker-dealers with respect to mutual client transactions, proper tax reporting and the issuance of client reporting statements.
She formerly performed similar duties at Perry & Karnatz, LLC. Previously, she worked for Sterling, National City Bank’s multi-family office and trust department, where she coordinated the complex financial affairs of the bank’s most affluent clients. She began her career as an equity research assistant at McDonald Investments, Inc.
Ms. Lammert received a Bachelor of Arts in History from Cleveland State University in 1993 and obtained her Certified Financial Planner™ designation in 2002. She and her husband, David, live in Cleveland Heights and have two college-age daughters.