Personawealth
Katharine Gay is an associate at Personawealth since July 2024, bringing earlier experience from Sequoia Financial Group, where Katharine served as an associate and administrative assistant from October to December 2024. Prior roles include a teaching assistant and research assistant at Bucknell University from August 2021 to May 2024, focusing on career development research. Additional experience includes serving as an assistant at CRA | Admired Leadership from June 2023 to January 2024 and as a near peer student advisor at Listening Post from September 2021 to May 2022. Katharine holds a Bachelor's degree in Psychology from Bucknell University, where studies were completed in 2024, and graduated from Conestoga Senior High School in May 2020.
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Personawealth
Personawealth is a financial wellness technology company revolutionizing the way individuals and families approach their financial lives by addressing the deeper psychological, behavioral, and emotional dynamics driving financial decisions. We exist to help people redefine their relationship with money, enabling them to prioritize the things that matter most in life: their well-being, relationships, and personal fulfillment. Check out our website to take your Financial Wellness Assessment.