Katey enjoys working with her personal trust co-trustees and beneficiaries partnering with the registered investment advisors who manage the trust portfolios in accomplishing family goals.
Prior to joining Fiduciary Trust, Katey was a manager and trust officer at State Street, responsible for administering all of the Bank’s personal trust accounts and overseeing relationships with independent investment advisors. She was previously at Investors Bank & Trust Company before it was acquired by State Street. Earlier in her career she served in trust and estate administration positions at U.S. Trust, Citibank, and Princeton Bank and Trust.
Friends of the East Kingston Library – Former President
Katey lives in East Kingston, NH with her husband and has a daughter and twin sons who are all in college. In her spare time, she enjoys gardening and traveling.