What You Need to Know
- Kate Healy, formerly of TD Ameritrade, is now managing director of the CFP Board's Center for Financial Planning.
- Her previous role as chair of the Foundation for Financial Planning will be filled by Ben Harrison of Pershing.
The Certified Financial Planner Board of Standards has named Kate Healy as managing director for the group’s Center for Financial Planning. She starts in her new role in Washington, D.C., on Sept. 1 and will report to CFP Board CEO Kevin R. Keller.
Healy recently served as board chair for the Foundation for Financial Planning, a post that will now be filled by Ben Harrison, co-head of Wealth Solutions for BNY Mellon’s Pershing. The foundation is focused on expanding access to pro bono financial planning services.
“Kate is a respected leader in the financial planning profession and has been a valuable contributor of her time and talent to the center since its inception in 2015,” according to Keller. “Her decades of experience in financial services and nonprofit organizations will facilitate the excellent work of the center in creating a more diverse and sustainable financial planning profession.”
Healy — who serves as a judge for ThinkAdvisor’s LUMINARIES industry recognition program — joins the CFP Board after 13 years at TD Ameritrade Institutional, where she most recently was head of Generation Next, which entailed work on increasing the number of diverse advisors in critical market segments. Prior to her work at TD Ameritrade, she spent 20 years in financial services marketing and program development roles.
“I have enjoyed my nearly decade-long volunteer experiences with [the] CFP Board, first as an inaugural member of the Women’s Initiative in 2013 and then with the launch of the center,” Healy explained in a statement. “I am excited to join [the board] and work closely with the center’s many volunteers, dedicated staff, firm partners and other stakeholders to build the 21st century financial-planner workforce.”
Harrison takes over Healy’s post with the Foundation for Financial Planning and will be its board chair through the end of 2023. Earlier, he served as the group’s vice chair, or chair-elect.
FFP’s new vice chair will be Dave Yeske, CFP, who will assume the role of chair for 2024. Yeske holds a Ph.D. in finance from Golden Gate University.