What do you want to know
- Kate Healy, formerly of TD Ameritrade, is now Managing Director of the CFP Board’s Financial Planning Center.
- 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 appointed Kate Healy as Managing Director of the Group’s Financial Planning Centre. She begins her new role in Washington, DC on September 1 and reports to CFP Board CEO Kevin R. Keller.
Healy most recently served as chairman of the board of the Foundation for Financial Planning, a position that will now be held 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 contributed valuable time and talent to the center since its inception in 2015,” according to Keller. “His decades of experience in financial services and nonprofit organizations will facilitate the center’s great work in creating a more diverse and sustainable financial planning profession.”
Healy – who serves as a judge for ThinkAdvisor’s LUMINAIRES industry recognition program – joins the CFP Board of Directors after 13 years at TD Ameritrade Institutional, where she most recently led Generation Next, which involved working to increase the number of diverse advisors in critical market segments. Prior to working at TD Ameritrade, she spent 20 years in financial services marketing and program development roles.
“I have enjoyed my nearly ten-year volunteering 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 delighted to join [the board] and work closely with the centre’s many volunteers, dedicated staff, partner firms and other stakeholders to build the workforce of 21st century financial planners.
Harrison takes over Healy’s position at the Foundation for Financial Planning and will serve as its chairman of the board until the end of 2023. Previously, he served as the group’s vice president or president-elect.
FFP’s new Vice President will be Dave Yeske, CFP, who will assume the role of President for 2024. Yeske holds a doctorate in finance from Golden Gate University.