Cercano Management
Katherine Fleis, CPA, has a Master's degree in Accounting from UW Foster School of Business and a Bachelor's degree in Accounting from SMU Cox School of Business. Katherine has experience in various roles at companies such as Cercano, Vulcan Inc., and Deloitte. Prior to their accounting career, Katherine served as a Recreation Director at the City of Renton. Additionally, Katherine has worked as a tutor at Southern Methodist University and as a council member for the Cox Career Management Center Business Council.
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Cercano Management
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Cercano Management LLC is an SEC-registered investment adviser based in Bellevue, WA that provides investment advisory and other services to ultra-high-net-worth individuals and their families as well as their family foundations, charitable organizations and other related entities.