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Katie Florig

CFA®, CFP® | Wealth Advisor Regional Executive, SVP
Greater Chicago
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(773) 765-7725

Katie Florig has more than 30 years of experience in the financial services industry. After starting her career in institutional portfolio management, Katie moved to personal wealth management because she found the personal connections made with individuals, families and foundations rewarding. As Regional Executive over the Chicagoland region for 1834, a division of Old National Bank, Katie leads a team of wealth advisors whose focus is delivering holistic, integrated wealth management services to high-net-worth individuals and families.

Katie believes that true wealth management is comprehensive, solutions-based and flexible. She prides herself on listening first and asking questions. Only then, she believes, is when the team can properly identify and address how best to help clients and build a plan that works toward their goals.

Prior to coming to 1834, Katie served as the Managing Director, North Shore for BMO Wealth Management.

Katie has a bachelor’s degree in finance from Miami University in Ohio. She also earned her Chartered Financial Analyst (CFA) and Certified Financial Planner (CFP) designations. She is a member of the Chicago CFA Society and the North Shore Estate Planning Council, and serves as a board member and treasurer for the Writers Theatre of Glencoe, Ill.

Outside of work, when Katie isn’t spending time with her family, she tries to spend as much time as possible riding horses.