As Co-Chief Planning Officer, Kathy is responsible for developing integrated estate planning and wealth management strategies for clients. As Co-President of Boston Fiduciary Services, LLC, she is responsible for overseeing trust administration where BFS. LLC is named as trustee.

Kathy joined Boston Financial Management at the time of the merger with Emerson Investment Management, where she served as Director of Planning. She has experience as a Wealth Strategist at U.S. Trust Private Wealth Management and the former State Street Global Advisors. Kathy also practiced in the Trusts and Estates Department of Choate, Hall & Stewart.

Kathy is a magna cum laude graduate of Boston College Law School, where she received her Juris Doctor, and was a member of the Boston College Law Review. She is also a magna cum laude graduate of Harvard College. In 2018, Kathy was awarded the Accredited Estate Planner® (AEP®) designation by the National Association of Estate Planning Councils in recognition of both her experience in and her interdisciplinary approach to estate planning.

Industry Accreditations & Affiliations

Accredited Estate Planner® (AEP®)

Massachusetts Continuing Legal Education – Estate Planning Symposium co-chair, Estate Planning Basics Seminar past co-chair

Boston Estate Planning Council – Board Member 

Personal Interests

Kathy enjoys alpine skiing and travel with family.