Katherine Paulson
Chief Marketing Officer
Ms. Paulson is Chief Marketing Officer of Ascentix, a high-impact alliance of independent consulting firms focused on the wealth management space.
She has over 25 years of financial services experience, with extensive knowledge in the marketing and distribution of insurance products, mutual funds and private funds.
Her work encompasses comprehensive marketing planning and execution, including brand launches and rebranding programs, development of brand guidelines, email prospecting campaigns, as well as CRM selection and implementation. She supports companies across the wealth management and asset management industries.
Among other engagements, Ms. Paulson currently serves as the outsourced Chief Marketing Officer of CR Capital Group, a financial services firm that partners with business sponsors to raise capital through the development of distribution platforms that partner closely with wealth management firms across a wide array of business models and sizes. In this role, she is responsible for shaping CR Capital Group's brand and marketing strategy including digital, research and insights functions at the firm.
Previously, Ms. Paulson was Assistant Vice President and Director of Marketing Communications at MetLife for 11 years where she led the creative and digital marketing teams for the U.S. Retail Annuities business. During her tenure, Ms. Paulson helped grow the company's variable annuity sales from $6 billion to $28 billion. Ms. Paulson was also the Director of Marketing Communications at Altegris where she led the marketing team for the wirehouse, independent and private client channels.