Invest in Others Clerk & Board Member
Joined January 2015
Kate Healy was formerly Managing Director, Generation Next, focused on advocacy for sustainability issues facing the RIA industry. Healy lead TD Ameritrade Institutional’s NextGen and Women’s Leadership Initiatives, which supported the future of the profession through programs designed to raise visibility, provide support and resources to guide professional development of the next generation of advisors. She was a member of the Company’s Diversity & Inclusion committee.
Healy is widely recognized as a leading advocate for the next generation of financial planners, for women advisors and for the financial planning profession. Wealthmanagement.com named her to the 2018 “10 to Watch” list. In 2016, Investment Advisor magazine named Healy as one of the industry’s 25 most influential people. Healy was named to InvestmentNews‘ inaugural “Women to Watch” in 2015. Additionally, she was TD Ameritrade’s 2014 Impact Award winner for Diversity and Inclusiveness.
She is a trustee for the Foundation for Financial Planning and a member of the Invest in Others board. Kate also is a founding member of the CFP Board’s Women’s Initiative (WIN) Council, the Center for Financial Planning’s Advisory Council and a founding member of the Center’s Diversity Advisory Board.
Healy holds a Bachelor of Arts in Economics from Rutgers College.