Greg McPherson, WMCP®, CLU®, ChFC®, CASL®, CAP®, RICP® in

Greg McPherson, WMCP®, CLU®, ChFC®, CASL®, CAP®, RICP®

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Founder, Chairman, Wealth Management Advisor at Kater Street Capital
📍 Philadelphia, Pennsylvania, United States

Greg McPherson is the Founder and Chairman of Kater Street Capital, a firm he established in April 2026. He specializes in creating integrated financial frameworks, aligning planning, investments, and long-term strategy. He holds advanced certifications, including Chartered Advisor for Philanthropy and Wealth Management Certified Professional.

Outside of his firm, Greg is an active member of his professional community, serving on the board of the Philadelphia Estate Planning Council. His profile also indicates a strong interest in Penn State University.

After a career with Northwestern Mutual, Greg launched his own independent wealth management firm this year.

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Experience
26 Years
Current Role
Founder, Chairman, Wealth Management Advisor
Job Level
Leadership
Location
Philadelphia, Pennsylvania, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Greg cares about

Integrated Wealth Management
His core professional belief is in aligning planning, investments, risk management, and long-term strategy into one cohesive framework for clients.
Philanthropic Advising
He holds the Chartered Advisor for Philanthropy (CAP®) designation, showcasing his expertise in guiding clients' charitable and legacy planning goals.
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Career

Work history

1-2001
Founder, Chairman, Wealth Management Advisor
Kater Street Capital
1-2000
Wealth Management Advisor
Northwestern Mutual
In the press

Media appearances

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Education
2021 - 2021
Wealth Management Certified Professional
The American College of Financial Services
2015 - 2015
Chartered Advisor for Philanthropy
The American College of Financial Services
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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