Katherine Babicz, CFP®
Vice President of Investment Operations
Katherine is a seasoned financial services professional with ten years of experience in the industry. Prior to joining Magnus Financial Group, Katherine was a Relationship Manager and Wealth Management Associate at Morgan Stanley. Katherine has extensive experience supporting ultra-high net worth family’s needs and enjoys helping to optimize client experiences.
Katherine earned her Bachelor of Business Administration in Finance and Economics while attending Pace University. She holds the CERTIFIED FINANCIAL PLANNER™ professional certification, which she obtained through New York University, her Life/Health Insurance licensing and previously maintained securities Series 7, 66, and 3 registrations.
Katherine resides on the Upper West Side of Manhattan. She enjoys attending fitness classes around the city and bike rides in Riverside Park.