KATHERINE ROSENBERG
Client Service Specialist
As a member of the Client Services team, Katherine enjoys working directly with ultra-affluent families and institutional clients. After receiving her BA with a major in Psychology from the University of California, Los Angeles, she promptly began her career in the financial services industry in the Compliance group at Dimensional Fund Advisors. She then served as an Associate VP and Director of Client Services for LourdMurray in Beverly Hills, before joining Monograph Wealth in late 2022.
When Katherine is not working, she enjoys spending time with her husband, daughter, and young son. She loves serving as the leader for her local girl scout troop, and spending time outdoors gardening, camping, and hiking.
O: 310.496.7377
E: katherine@mgwealth.com