Ekaterina Nikonova is a Wealth Analyst supporting advisors and their clients through financial planning, investment proposals, and day-to-day client service. Her work includes processing and managing investment applications, executing client account orders in accordance with compliance standards, guiding client onboarding, and maintaining detailed records in Salesforce. Kat approaches a high volume of concurrent requests with the same discipline and composure that defined her years as a competitive athlete.
Kat graduated from Northwestern University with a degree in Economics and a minor in Business Institutions, where she earned Honor Roll recognition. She interned at the Northwestern University Endowment as an Investment Analyst and joined Rothschild as an intern before returning full-time. She will begin her Master’s in Management at the Kellogg School of Management this fall.
Before her career in finance, Kat competed at the highest levels of international swimming. A member of the Russian National Team, she is a Russian national record holder, a World Championship silver medalist, a European Champion, and a six-time All-American at the NCAA level. The focus and work ethic that carried her to those achievements travel with her to everything she does.
Outside of the office, Kat enjoys exploring new places and staying active, whether watching or playing just about any sport she can find.
