Kate McAdams

Observer
DISC Type : ic

Senior Philanthropy Advisor | Executive Director at J.P. Morgan

Chicago, Illinois, United States

Overview

Kate McAdams is a Senior Philanthropy Advisor at J. P. Morgan, guiding clients on effective giving strategies. Her career combines high-level private sector advisory with public service, including roles at the U. S. Department of Commerce and the City of Chicago. She holds an MBA from Northwesterns Kellogg School of Management.

Kate is deeply passionate about youth development and community engagement in Chicago. She actively serves as a board member for Urban Initiatives, a non-profit that leverages the power of sports and play to foster social and emotional skills in children, and frequently promotes its work.

She co-authored an article in the Cincinnati Business Courier advising families on how to discuss their philanthropic interests.

Personality Overview

Curious

Value Driven

Example Seeker

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They ask a lot of questions and rely heavily on information and collaterals. They are generally strong communicators and are not easy to convince.

Topics They Care About

Strategic Philanthropy
As a senior advisor at J. P. Morgan and formerly with Arabella Advisors, her core focus is helping clients achieve their philanthropic goals effectively.
Youth through Sports
Serves as a proud board member for Urban Initiatives, an organization using sports to build social and emotional skills for children in Chicago.
Public-Private Sector
Her career history spans government roles with the City of Chicago and the Department of Commerce, as well as private and non-profit advisory.

Media Appearances

Guide to Giving: Defining and Sharing Your Philanthropic Legacy. Featured in J.P. Morgan Private Bank – Insights & Webcasts

See Now

Work History

7-2021
Senior Philanthropy Advisor | Executive Director at J.P. Morgan
7-2017 - 9-2020
Managing Director at Arabella Advisors
1-2017
Senior Advisor to Secretary Penny Pritzker at U.S. Department of Commerce
Executive Director at The Pritzker Traubert Foundation
Assistant to the Mayor for Public Policy, Office of Mayor Richard M. Daley at City of Chicago

Education

2009 - 2012
MBA from Northwestern University - Kellogg School of Management
1997 - 2001
Bachelor of Arts (B.A.) from Yale University

More Information

Social Presence :

Prographics :

Exp : 7 Location : Chicago, Illinois, United States Job Level : Senior Designation : Senior Philanthropy Advisor | Executive Director at J.P. Morgan
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Insights For Selling To Kate

During A Call Or A Meeting

DO's

  • Ask them questions to understand their needs better while staying affable
  • Help them realize that there is no personal risk in making this decision
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t brush off any concerns, take all questions seriously
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kate is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Kate

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Kate move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Kate take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Kate

Personality Compatibility


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