Parkwood LLC
Katherine Stamm has a Master of Accountancy from the Weatherhead School of Management at Case Western Reserve University and a BSBA in Accounting from Ohio Northern University. With a wealth of experience in tax management, Katherine has held various titles at companies such as Parkwood LLC and HPM Partners. At Parkwood LLC, Katherine held positions such as Co-Director of Tax, Senior Tax Manager, Tax Manager, and Senior Tax Analyst. At HPM Partners, Katherine served as a Tax Associate.
Parkwood LLC
Parkwood LLC is a private financial services company based in Cleveland, Ohio. Employing more than 60 employees, Parkwood and its wholly-owned subsidiary, the Parkwood Trust Company, serves the interest of the Jack, Joseph and Morton Mandel families, their associated trusts, partnerships, foundations and other entities. Parkwood LLC and Parkwood Trust Company offer a full array of trust services including investment management, trust administration, charitable planning, multi-generational tax and estate planning, accounting, tax return preparation, assistance with legal matters, and other professional services. This complex client base requires a diversified and sophisticated set of services, well beyond the level of work typically seen at many trust companies. Parkwood was incorporated to oversee the investments of three successful Cleveland-based business partners. Leadership for the investment process initially came from the partners themselves and several key advisors. Over the years, Parkwood has developed a professional, effective means of selecting, qualifying, and working with experienced asset managers in a variety of investment fields. Our results have continuously exceeded relevant benchmarks.