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Katherine Thorsey

Associate Director

Katherine Thorsey is a rising contributor at Serenus Wealth Advisors working with executives, entrepreneurs, legal professionals, and high-net-worth individuals and families. She brings a thoughtful, detail-oriented approach to every client engagement and operational initiative.

Most recently, Ms. Thorsey supported a Partner at Rothschild & Co., one of the world's largest independent financial services groups, where she played a central role in managing strategic communications and supporting deal execution, ensuring a seamless client experience throughout. Earlier in her career, she served as a Senior Associate at a private REIT, where she managed investor communications, oversaw financial recordkeeping, analyzed portfolio performance, and supported equity fund-raises for real estate assets. She began her career at a venture capital firm conducting research on inbound investment proposals and assisting in evaluating private market opportunities.

Ms. Thorsey holds the Securities Industry Essentials (SIE), Series 63, and Series 65 licenses. She graduated from the University of Virginia with a Bachelor of Arts in Psychology.