A Family Background
Founding Partner Kate Campbell King grew up in the financial planning industry. Her mother, Jan Campbell, was a financial planner and her first and most influential mentor. Her mother’s tutelage and Kate’s natural affinity for both people and numbers made her transition from cultural anthropology an easy, if not obvious, career transition.
Kate worked as CFO and then as President of an independent securities brokerage. This role provided experience working with financial advisors on succession issues and shaped Kate’s thinking about the independent firm she wanted to create. She later founded North Berkeley as a generational firm emphasizing the continuity of experience for clients, colleagues, and communities. Continuity meant forging relationships and growing a team that would last beyond her tenure.
A Firm to Serve Generations
The firm began with the intention to serve clients over generations. After several years as a sole proprietor, a chance meeting between Kate and Sue Reinhold led to the creation of North Berkeley Investment Partners in 2005. Sue brought additional investment and business management experience. Together, they transformed the firm into a business built for continuity and meant to last.
In the ensuing years, that capacity for continuity has supported the team’s overall growth and resilience, comfortably handling Sue’s departure in 2016 and the subsequent promotions of Brian Kozel and Sam Wood-Bednarz to partners of the firm. Using their individual talents and a commitment to collaboration, Kate, Brian, and Sam continue to deepen our technical capabilities, mentor our growing advisor team, and foster an exceptional client experience.
A talented group of people supports the leadership. Together, our team of professionals delivers a thoughtful, deliberately paced, and understandable wealth management experience that creates an actionable path for clients. Part of what continues to make us effective is our emphasis on continuity and stability, both in client portfolios and client relationships.
Built to Last
The Firm Now
In 2020, we changed our name to North Berkeley Wealth Management to better convey our breadth of services. It’s a new name with the same dedication to relationships, continuity, and service.
Over time, the North Berkeley team has organically grown alongside our clientele and has deepened our relationships with local professionals and community organizations. In 2025, we moved to our new location on El Dorado Avenue, which provides an environment that fosters collaboration and allows us room to grow.
Throughout our growth, our mission remains simple: to create a sense of calm, so our clients approach financial decisions with confidence. We seek to contribute to our entire community and enliven it with collaboration and stewardship.
