Kate is a Client Service Associate at The Colony Group. She is responsible for conducting the day-to-day client transactions and requests.
Prior to joining The Colony Group, she served as a portfolio associate and client service officer for Citi Private Bank, and previously, she served as a business development sales associate for U.S. Trust.
Kate earned a Bachelor of Science in Business Administration from Long Island University, C.W. Post Campus.
In her spare time, Kate enjoys reading, relaxing in the sunshine, and spending time with friends and family. She is originally from Long Island, NY, and recently, relocated to South Florida to get away from the grueling New England winters and to enjoy a more relaxed “Second Best Life.”