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Kate Healy 

Managing Director, Generation Next, TD Ameritrade Institutional

Kate Healy is the managing director for Generation Next at TD Ameritrade Institutional. In this role, she is responsible for the helping solve the talent crisis confronting the industry by opening the RIA career path to fresh faces – including new graduates, career changes, military veterans, and other groups that aren’t traditionally represented in the financial advice field. In this crucial role to industry sustainability, Healy promotes diversity and inclusion initiatives to bring more women and underrepresented minorities into the profession. The goal isn’t just to increase diversity – but to equip RIAs with a rich talent pool to grow strong for the long term.

Healy joined TD Ameritrade in 2008, most recently serving as a director of marketing responsible for promoting the firm’s technology and investment products offerings, as well as supporting the firm’s advocacy and client loyalty efforts. Prior to joining the firm, Kate served as vice president of IRA product strategy at Merrill Lynch. She has spent more than 20 years in a variety of roles supporting the program development and marketing of financial and estate planning services in the financial planning industry.

Healy holds a Bachelor of Arts in Economics from Rutgers College and has completed the Securities Industry Institute program, sponsored by the Securities Industry and Financial Markets Association (SIFMA) at the Wharton School of Business.

Women in Wealth: Diversity and Inclusion: What’s in it for me?

Panel discussion on evaluating diversity in your organization. Learn from these speakers how addressing diversity within your workplace can makes a positive impact with client discussions, investing strategies and overall success.

Monday, October 19, 2020 

4:30 - 6:30 p.m. EST