Kayly Gerowski
CFP®
Director
- Shareholder
Kayly Gerowski is a Director at Pathstone, where she serves as an Advisory Services Lead for many of the company’s complex family office clients. She specializes in working with multigenerational high-net-worth clients, coordinating and collaborating to build the right financial plan to meet their goals and needs. In addition to her role on the Advisory Services team, Kayly is cross-trained in the Accounting & Financial Reporting department and manages the finances of several Pathstone client families. This includes overseeing daily invoice processing, quarterly financial reporting, and various duties to ensure clients’ needs are met.
Prior to joining Pathstone, Kayly was an Associate for Graver Capital Management in Lake Forest, IL. During her time at GCM, she assisted in operational duties, conducted market research, and prepared statistical reports. Kayly is a graduate of Lafayette College, earning a Bachelor of Arts in Economics and a minor in Spanish. In school, she balanced a rigorous academic schedule while playing Division I volleyball.
The Certified Financial Planner™ (CFP®) is a designation awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification. The focus areas include financial planning, taxes, insurance, estate planning, and retirement saving.
Group
Certification
Office
Kayly Gerowski is a Director at Pathstone, where she serves as an Advisory Services Lead for many of the company’s complex family office clients. She specializes in working with multigenerational high-net-worth clients, coordinating and collaborating to build the right financial plan to meet their goals and needs. In addition to her role on the Advisory Services team, Kayly is cross-trained in the Accounting & Financial Reporting department and manages the finances of several Pathstone client families. This includes overseeing daily invoice processing, quarterly financial reporting, and various duties to ensure clients’ needs are met.
Prior to joining Pathstone, Kayly was an Associate for Graver Capital Management in Lake Forest, IL. During her time at GCM, she assisted in operational duties, conducted market research, and prepared statistical reports. Kayly is a graduate of Lafayette College, earning a Bachelor of Arts in Economics and a minor in Spanish. In school, she balanced a rigorous academic schedule while playing Division I volleyball.
The Certified Financial Planner™ (CFP®) is a designation awarded to individuals who successfully complete the CFP Board’s initial exams, then continue ongoing annual education programs to sustain their skills and certification. The focus areas include financial planning, taxes, insurance, estate planning, and retirement saving.
