As a Client Service Associate, Katie is responsible for providing support to the wealth managers and ensuring and enhancing client satisfaction through direct contact with clients, custodians, and other operational employees. She handles daily account maintenance as well as operational support.

Katie has almost 20 years of wealth management experience, including Vice President of Client Operations at SCS Financial where she focused on delivering extraordinary results in client satisfaction.

Katie graduated from Bentley University with a Bachelor of Science degree in Finance. She continued her education and received her certificate from Boston University’s Financial Planning program.

Personal Interests

Katie is married with two children and a labradoodle. Outside of the office, Katie enjoys spending days at the beach, watching her kids’ sporting events, and traveling.