Wipfli Financial Advisors LLC, a national, CPA-affiliated wealth management firm headquartered in Milwaukee, has appointed Katie Cullen to the new position of chief strategy and innovation officer, the company announced in a news release.
In this position, Cullen will work closely with CEO Jeff Pierce on the implementation and execution of the firm’s business plan and will serve as a key player on the leadership team.
Cullen joins Wipfli Financial with over 20 years of experience in the financial services industry. Before joining Wipfli, she served as CEO of the Zero Alpha Group and as executive director for the Alliance for RIAs, two industry think tanks in the independent advisory space. For nearly a decade, she also worked at Charles Schwab.
Cullen holds a B.A. degree in international relations from the University of Minnesota and is a certified financial planner. She will be based out of the firm’s Twin Cities office.