Katherine Heath, Vice President, Secretary & Cashier

Katherine Heath is Senior Vice President, Secretary & Cashier at Wind River Trust where she has been an officer for over 11 years. Katherine is also Vice President and Secretary of Drumore LLC (a single family office) and Vice President of The Strategy Group, Inc. (TSG), which is an advisory firm serving families, family businesses and family offices.

At TSG she focuses on family education, family governance, conflict resolution, coaching the next generation and philanthropy. Katherine manages assessments and evaluations for TSG as well as administering and interpreting various diagnostic tools and personality type assessments. In addition, Katherine oversees many activities related to company operations and ongoing client relationships, coordinates research and writes proposals and articles for the various organizations she serves. Katherine has assisted at Harvard Business School’s Families in Business: From Generation to Generation executive education program, which examines pivotal issues facing family businesses.

Katherine earned her Bachelor of Fine Arts degree from The San Francisco Art Institute and pursued additional studies at Kenyon College, the University of Wisconsin-Madison, and the University of Colorado-Boulder. She has been a member of the Collaboration for Family Flourishing, a multi-disciplinary think tank focused on issues of family well-being. She is active in the sustainable farming community in Boulder, Colorado. She is also a member of the Family Firm Institute and the Association for Psychological Type.