As Vice President and Wealth Manager, Katie plays a critical role in the delivery of investment and wealth management services to clients. She is responsible for the day-to-day requirements of managing client investment portfolios and serves as a trusted point of contact for both clients and their accountants and attorneys.

Katie joined Boston Financial Management as a Client Service Associate before transitioning to an Associate Wealth Manager and now Vice President. Her experience includes Account Officer at F.L. Putnam Investment Management Company where she provided support to the portfolio managers and worked closely with clients.

Katie graduated summa cum laude from the Maine Business School at the University of Maine, Orono, with a Bachelor of Science degree in Business Management, focusing in Entrepreneurship.

Industry Accreditations & Affiliations

CERTIFIED FINANCIAL PLANNER™ (CFP®)

Charitable & Community Involvement

Dream Factory of Maine – Current Board Member

Personal Interests

Katie enjoys boating, skiing, snowmobiling, and spending time with her family and two labs. She also enjoys spending time volunteering with Dream Factory of Maine, granting dreams to critically and chronically ill children.