Catherine Williams

Catherine Williams is the Chief Operating Officer of The Ensemble Practice, bringing more than 30 years of experience in the investment industry to her role. Her background spans firm operations, practice management, and executive coaching, giving her a rare perspective that connects the day-to-day realities of running an advisory business with the strategic vision required to grow one. In addition to her operational leadership, Catherine co-leads the G2 Leadership Institute and will contribute to the firm's ongoing industry research initiatives.

Most recently, Catherine served as Global Head of Advisor Practice Management at Dimensional Fund Advisors, where she delivered benchmarking insights and practice management guidance to advisors and business owners globally. She also hosted the firm's podcast series Managing Your Practice and was chief architect of the annual Deals & Succession conference. Prior to Dimensional, she provided strategic and executive coaching to investment advisors through the Carson Group and as Vice President of Practice Management and Consulting at Fidelity Investments. Earlier in her career, Catherine spent 13 years with Coldstream Capital Management, including as COO where she oversaw daily operations and led teams across a 40-person, $1 billion wealth management firm.

Catherine is an established speaker and podcaster across the industry including events for NAPFA, FPA, Future Proof, Merrill, and strategic M&A conferences.