Katherine Dunlevie

Katherine is a sought-after consultant by both institutions and UHNW families, using her vast experience in the family office industry to provide wisdom and advice.

Katherine is the former President and CEO of the Family Office at Synovus, which provides family office services to about 100 ultra-high net worth families and administers more than $10 billion in assets. She directed all aspects of The Family Office at Synovus, focusing on client service, new business development, long-term business strategy, and financial performance. Katherine also led collaborative efforts to plan, develop, and implement strategies that deliver exceptional services in support of family enterprises.

Prior to joining the Synovus family in 2002, she served with Cru, formerly known as Campus Crusade for Christ, at the University of Georgia.

As a double Tar Heel, Katherine earned a Bachelor’s degree in Exercise and Sports Science from the University of North Carolina at Chapel Hill, where she graduated Phi Beta Kappa and with Highest Distinction. She received an MBA from UNC Kenan-Flagler Business School. In addition, she is an Honors Graduate of the Cannon Trust School. Katherine’s certifications include Certified Financial Planner™ (CFP®), Certified Trust and Financial Advisor (CTFA), and Chartered Financial Consultant® (ChFC®).

She is a highly regarded thought-leader in the family office industry, often speaking at conferences around the country and serving on the Advisory Board of the UHNW Institute. Katherine has been recognized by Georgia Trend Magazine’s Top 40 Under 40 and is a recipient of the Jim Blanchard Leadership Award at Synovus. Additionally, Katherine was shortlisted for Family Wealth Alliance’s Boutique Multi-Family Office Executive Award and was named Outstanding CEO by Family Wealth Report. Katherine formerly served on the University of North Carolina at Chapel Hill Board of Visitors and currently serves on UNC’s Exercise Science Board of Advisors and the Kenan-Flagler Business School Next Generation Board of Advisors.