Katelyn M. Flaherty
Relationship Manager, Endowment and Foundation Advisory
Katelyn M. Flaherty is a Relationship Manager based in Glenmede’s Philadelphia office. She provides comprehensive advisory and administrative services to endowments, foundations and other not-for-profit organizations. Ms. Flaherty leads clients toward accomplishing their philanthropic goals through her experience in administrative best practices as well as grants, foundation and board management.
Prior to transitioning to the Endowment and Foundation Advisory team in Philadelphia, Ms. Flaherty worked as a Management Associate in Glenmede’s Wilmington office. In this role, she assisted Wealth Advisors and Portfolio Managers with the administrative and fiduciary aspects of trust, investment management and retirement accounts for Glenmede’s high-net-worth clients.
Ms. Flaherty earned her Juris Doctor and Master of Laws degree in estate planning from the University of Miami School of Law. She received a Bachelor of Science degree in leadership from the University of Delaware.