Meet Katherine Babicz.
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Assistant Vice President, Financial and Investment Planning Professional
502.569.8570
Katherine Babicz, AVP, Financial and Investment Planning Professional, joined New Covenant Trust Company in May 2024. She is a seasoned financial services professional with 14 years of experience in the industry. Prior to joining NCTC, Katherine was the Vice President of Investment Operations at a fiduciary fee-only registered investment advisory firm in New York City. She also previously held positions as a Relationship Manager and a Wealth Management Associate at Morgan Stanley where she supported ultra-high net worth individuals, families, and institutions in achieving their financial goals and needs. She earned her Bachelor of Business Administration in Finance and Economics from Pace University, graduating cum laude. She holds the CERTIFIED FINANCIAL PLANNERâ„¢ professional certification, which she obtained through New York University.