Katherine
Founder & Principal
My Journey to Boutique Consulting
Pursuing My Passion for Strategic Finance
As a kid, I was always fascinated by finance and business; this led me to study Finance & Accounting at Indiana University - Bloomington. After becoming a CPA, I delved into finance for public companies, specializing in strategy, financial planning & analysis, and RevOps.
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Venturing Into Entrepreneurial Organizations
A very rewarding early career experience was when a scrappy, entrepreneurial company hired me just as it went public; I was inspired to broaden my small business toolbox. I enrolled in the Chicago Booth MBA program to focus on Entrepreneurship and Strategy.
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Creating Cambridge Wellington: Financial & Strategic Experts
After completing my MBA (concentrations: Strategy, Entrepreneurship, Finance, & Organization Behavior), I secured a consulting position at a growth stage tech company and focused on finance, incentive plans, pricing and strategy. That's when Cambridge Wellington was born! Thereafter, I continued consulting through my network, broadened my expertise to non-profits, and mentored at 1871.
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Empowering Organizations with Fractional Consulting Services
Cambridge Wellington’s enjoys collaborating with small and mid-sized organizations to bring their financial and strategic goals to life!
Our Mission
We believe all organizations should have access to top talent & resources to help achieve their goals.
Our Core Values
Learning
Successful solutions stem from curiosity, paired with collaboration and creativity. We believe that everyone can learn by asking lots of questions and understanding challenges from different perspectives.
Integrity
We are committed to the highest level of professional integrity and business excellence, underpinned by our belief in the highest ethical standards. We provide clients with transparent, honest advice and support.
Enjoyment
We enjoy helping clients piece together the puzzle, discovering solutions that will work best for them. Our clients appreciate spending less time on tasks they either don't enjoy or simply don't have time to focus on.
Community
We strive to create a positive impact through advocacy and volunteerism. We support diversity, equity, inclusion, and belonging (DEIB), donate time and resources to nonprofits, and uphold social responsibility.