Williams to Co-Lead G2 Leadership Institute and Help Drive Ensemble Research;
Brings 30+ Years of Advisory Firm Experience

SEATTLE, June 10, 2026 – The Ensemble Practice LLC (Ensemble), a premier consulting firm for the financial advisory industry, today announced the appointment of Catherine Williams as Chief Operating Officer and co-leader of the G2 Leadership Institute. Williams brings more than 30 years of experience spanning firm operations, practice management, and executive coaching to the role.

As COO, Williams will oversee the firm's P&L, operational capacity, and day-to-day execution, ensuring Ensemble continues to grow as the premier advisory resource for the leaders and business builders of the financial advisory industry.

In her role, Williams will co-lead the G2 Leadership Institute, Ensemble’s flagship two-year development program for rising leaders at advisory firms. She will take the helm beginning with the program’s upcoming cohort (G2 Class of 2028), which opens for enrollment next month. The Institute has trained hundreds of professionals across the industry and is widely regarded as the premier program of its kind.

Williams will also play an active role in Ensemble's research efforts, bringing her deep background in benchmarking and practice management data to the firm's ongoing industry studies. The firm will soon release its True Ensemble Data Insights 2026 with direction from Williams.

“Catherine brings a depth of operational leadership and practice management expertise that is rare in our industry,” said Philip Palaveev, CEO of The Ensemble Practice. “Her experience — from leading a large RIA as COO to coaching advisors at some of the industry’s most respected organizations — makes her uniquely equipped to help us scale our work and deepen our impact for the firms we serve.”

Williams joins Ensemble from Dimensional Fund Advisors, where she served as Global Head of Advisor Practice Management, delivering benchmarking insights and practice management guidance to advisors and business owners globally. Williams 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, Williams 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.

Williams expressed enthusiasm for the opportunity ahead. “Ensemble sits at the intersection of everything I care about in the industry: firm leadership, talent development, and the research that helps advisors make better decisions,” said Williams. “I’m excited to join a team that is so deeply committed to the growth and development of the profession, and to contribute to the next chapter of what Ensemble is building.”

About The Ensemble Practice LLC
The Ensemble Practice LLC is the premier business-consulting firm for the financial advisory industry. It is committed to helping independent financial advisors create multi-professional ensemble firms with strong organic growth and sustainable profitability. The firm is founded and led by Philip Palaveev, a highly regarded industry expert, thought leader and author of the books The Ensemble Practice and G2: Building the Next Generation, which have guided advisory firms in their pursuit of sustainable and successful team-based businesses. For more information visit www.ensemblepractice.com.