PARTNER
TAX
Katherine M. Gibert
601 Poydras Street, Suite 1855
New Orleans, LA 70130
katiem@southernwealth.com
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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
- Board Member and Vice President of the Institute of Mental Hygiene, Past Treasurer
- Sustaining Member of the Junior League of New Orleans, Past Board Member and Treasurer
- Past Member of the Finance Council of Willwoods Community
- 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