As a Director in the Private Client Group, Katherine works with families to better understand what drives their financial decisions and to ensure their portfolios and estate plans are set up for success, not only for themselves but for generations to come.
“I’m motivated by helping families create financial roadmaps that reflect what’s most important to them and position their wealth for success across generations.” She is committed to understanding the “why” behind each family’s decisions and providing guidance that allows them to feel confident and free to pursue the parts of life that matter most to them.”
Experience
12+ years in the financial services industry
Progress Partners, Vice President
Brown Brothers Harriman, Private Wealth Management
Education & Credentials
B.A. in Finance and Marketing, Simmons University
Beyond SCS
Katherine enjoys spending time with her husband and their son, Wesley and bernedoodle, Tucker.
