After graduating from college in 2002, Kate spent some time traveling and exploring the country. Kate has spent the last 14 years as a Private Client Portfolio Administrator for Roosevelt Investments. Prior to that she began her career working at HFM Wealth Management in 2004.
Kate is responsible for being a point of contact for the client and works closely with the Wealth Advisors to give clients a personalized wealth management experience. She is responsible for the day-to-day administrative functions including New Accounts, Cash Management and Account Maintenance.
Originally from Burlington Vermont, Kate now lives in Massachusetts with her husband, 2 children and zany dog. In her free time, she loves to spend time with her family, travel, and is a fan of the New England sports teams (Red Sox, Celtics and Patriots).