Advisers on the Move

Sister-brother duo managing $500 million at Northwestern Mutual goes RIA

High Note Wealth in Minnetonka, Minn., will custody at Schwab, use Dynasty platform

Nov 21, 2019 @ 1:25 pm

By InvestmentNews

Katherine Forrester Schneewind and her brother, Michael Forrester, who managed $500 million at Northwestern Mutual in the Minneapolis area, have formed High Note Wealth, an RIA firm based in Minnetonka, Minn.

[More: See more adviser moves in InvestmentNews' Advisers on the Move database.]

The firm will custody assets at Schwab and will use the technology platform of Dynasty Financial Partners.

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Ms. Schneewind, who serves as the firm's CEO, joined Northwestern Mutual in 1997. Mr. Forrester, who serves as the firm's chief investment officer, joined Northwestern Mutual in 2011.

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