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

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
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. [Recommended video: Who are the 2019 InvestmentNews Women to Watch?] 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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