Katherine Dunlevie serves as the president and CEO of The Family Office at Synovus. In addition to leading the firm’s growing team, she oversees strategy, client service and business development while nurturing the distinctive culture focused on people and excellence found within The Family Office.
Katherine’s high-level focus is to refine the firm’s strategy and to chart its path for new growth. But she is also deeply passionate about helping families expand their vision and goals—to think even bigger about what is possible in legacy and wealth building across generations. Investment management is central to this process, but Katherine also sees the cultivation of human capital as crucial to strengthening and sustaining a family’s legacy. To help families identify talents, skills, and abilities across generations—and to help families more effectively communicate—Katherine launched The Center for Family Leadership & Legacy, which provides the tools, information, and formal processes needed to drive desired multi-generational outcomes.
Katherine’s work in the family office industry has been recognized by several organizations and publications. She was named Outstanding CEO by Family Wealth Report, was listed in Georgia Trend Magazine’s Top 40 Under 40, received the Jim Blanchard Leadership Award at Synovus, and was shortlisted for Family Wealth Alliance’s Boutique Multi-Family Office Executive Award. Katherine currently serves on the KenanFlagler Business School Next Generation Board of Advisors, University of North Carolina’s Exercise Science Board of Advisors, and on the Advisory Board of the UHNW Institute. Previously, she served on the University of North Carolina at Chapel Hill Board of Visitors.
Katherine’s entire career in financial services has been with Synovus. Prior to joining the Synovus family in 2002, she served with Cru, formerly known as Campus Crusade for Christ, at the University of Georgia.
Katherine earned a bachelor’s degree in Exercise and Sports Science from the University of North Carolina at Chapel Hill, where she graduated Phi Beta Kappa and with Highest Distinction. She went on to receive an MBA from UNC Kenan-Flagler Business School and won the Core Value Award for Integrity.
Katherine is a Certified Financial PlannerTM (CFP®), Certified Trust and Fiduciary Advisor (CTFA), and Chartered Financial Consultant® (ChFC®). She also is a member of the Financial Planning Association. Although an Atlanta native, Katherine lives in Columbus, GA. She enjoys tennis, running, UNC sports, and spending time with family and friends.
