Kate works closely with both wealth advisors and clients to assist in the management and operations of opening new accounts and the seamless transition of assets. Kate brings with her nearly a decade of financial services industry experience, having worked in client relations and back office operations support roles. She joined Focus Partners Wealth in 2026 when it joined forces with Kovitz, where she had been since 2020.

Education and Professional Milestones

-University of North-West London – bachelor's degree