Kate partners with investment officers, client associates, and the broader team at Fiduciary to deliver personalized client service. She is a direct contact for many clients on a daily basis. Kate is dedicated to helping the clients she works with and has built meaningful relationships with them since joining the firm in 2009. Prior to Fiduciary, Kate worked at two Boston-based law firms.
In her free time, Kate enjoys skiing, being near the water, traveling and spending time with family.