Kate works with her team to provide investment services for a wide variety of clients such as institutions, corporate executives, and wealthy individuals. She helps manage the group’s operations, providing clients with personalized attention and responsiveness for their day-to-day needs. Kate is responsible for the client experience, which includes, but is not limited to, on-boarding, trading, record keeping and reporting.

Prior to joining Alex.Brown, a division of Raymond James in 2018, Kate worked for both J.P. Morgan and Morgan Stanley in similar roles. Prior to that, Kate spent 5 years at Post Properties as a property manager in the greater Atlanta area.

Kate graduated from the University of Connecticut with a B.S. in Business Administration with a concentration in marketing. She lives in Boston and enjoys spending time with her daughter.

Raymond James is not affiliated with any of the organizations listed above.