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.
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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