Verified recordFinancial Services

Katie Gibert

Principal-financial Advisor at Captrust

Based in New Orleans, United States

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Seniority

Director

Department

Finance & Accounting

Location

New Orleans

Industry

Financial Services

Company size

1.9K

Contact information

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Email

1 credit

k•••••••@captrust.com

Phone

5 credits

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Background

About Katie Gibert

I joined CAPTRUST in 2023 from Southern Wealth Management. I specialize in tax compliance and consulting, including coordinating wealth planning efforts for ultra-high-net-worth individuals and families. I hold a Bachelor of Science degree in accounting from the University of Alabama and am a certified public accountant. Outside of the office, I enjoy spending time with family and friends and anything that takes me outdoors.

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