People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

My goal is to provide our clients with the highest quality of care and attention and create a seamless experience.

Catherine (Kate) Gorman

Client Service Associate

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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.”