Katie Poole

Katie Poole is a Managing Director and shareholder at Pathstone, based in the Philadelphia Metro – Conshohocken office, having joined the firm through its combination with Mill Creek Capital Advisors LLC in 2026. She advises ultra-high-net-worth individuals and families on the opportunities and complexities that accompany significant wealth, helping them align investment strategy, wealth planning, and long-term family objectives.

With more than 20 years of experience in private wealth management and private banking, Katie brings a thoughtful, analytical approach to client advisory work and regularly coordinates with clients’ attorneys, accountants, and other professional advisors to support integrated planning discussions. A meaningful part of her practice is helping families communicate across generations and preparing future family members to become informed, responsible stewards of wealth.

Katie earned a Bachelor of Science in Accounting from The Pennsylvania State University and is a CFP® professional.

Outside of Pathstone, Katie serves on the Board of Directors of Habitat for Humanity Philadelphia, where she chairs the Investment Committee and serves on the Finance Committee. In these roles, she helps oversee the organization’s investment policy and financial stewardship in support of its mission.

Katie lives outside Philadelphia with her husband and their three children.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.