Katherine M. Gibert

601 Poydras Street, Suite 1855
New Orleans, LA 70130
katiem@swm.hmidev.net
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T: 504.799.3170
F: 504.799.3179

Manages the New Orleans office of Southern Wealth Management
28 years of tax compliance and consulting experience, including coordinating wealth planning efforts for ultra-high net worth individuals and families
Joined SWM in 2005, at the inception of the Firm
Formerly with Ernst & Young and Arthur Andersen, in their Private Client Services Groups
Bachelor of Science degree in Accounting from the University of Alabama
Board Member of Resource Bank
Board Member of the Eye, Ear, Nose & Throat Foundation
Member of the Greater New Orleans Foundation Cornerstone Council, Past Chairman
Sustaining Member of the Junior League of New Orleans, Past Board Member and Treasurer
Past Member of the Finance Council of Willwoods Community
Past Board Member, Past Vice President and Past Treasurer of the Institute of Mental Hygiene
Licensed Certified Public Accountant
Member of the New Orleans Estate Planning Council, American Institute of Certified Public Accountants and Louisiana Society of Certified Public Accountants
Series 65