Kate Sullivan

Managing Director, Accenture Wealth Management

Kate is a managing director in Accenture’s Capital Markets practice, and leads the Ultra-High Net Worth (UHNW) wealth management offering in North America. She works with family offices, private banks, wirehouses, RIAs and other UHNW boutique providers to refine their strategy, create unique digital client and advisor experiences, and partner with vendors who effectively service the UHNW segment. Kate has 15 years of experience in financial services and has held roles within Third Party Distribution at Goldman Sachs Asset Management and as a financial advisor with Merrill Lynch’s Private Banking & Investment Group. She received an MBA from Georgetown University and undergraduate degrees in accounting and finance from Boston College. She also holds a Certificate in Financial Planning from Georgetown University.

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