What Is a Portfolio?

Part of our Finance Fundamentals series

Person on a computer researching a financial portfolio
Katie Wood
Katie Wood Senior Investment Consultant

Katie Wood has over 15 years of financial services experience, advising on compreensive financial planning, multi-generational planning, 401(k) plans, defined benefit plans and executive compensation planning. As a Senior Investment Consultant, she consults on all aspects of portfolio management for advisory assets for some of the largest investment teams across Northwestern Mutual and presents investment and market commentary at conferences and network offices across the system.