Katherine Machnich
Director – Private Client Group
Katherine brings over a decade of experience in financial services, with a deep passion for helping families align their financial decisions with their core values. In her role at SCS, she works closely with clients to uncover the “why” behind their financial goals — whether centered around family, business, philanthropy, or legacy — to ensure that their investment portfolios and estate plans reflect what matters most to them. Katherine enjoys partnering with families to structure financial strategies that support long-term success across generations.
Prior to joining SCS, Katherine spent eight years at Brown Brothers Harriman (BBH), including six years within the Private Wealth Management group, advising ultra-high-net-worth individuals and families. Most recently, she worked for a boutique investment bank in Boston, where she led the firm’s sponsor coverage efforts and cultivated key relationships within the private equity community.
Katherine holds a Bachelor’s degree in Finance and Marketing from Simmons College. Outside of work, she enjoys spending time with her newborn son, Wesley, and their dog, Tucker.
