Kate joined UBS in 2017 and brings 12 years of experience in the financial services industry. Kate is dedicated to providing our select clientele exceptional service, focusing on the business operational support, generating reports and proposals, and enhancing practice management.

Outside of work, Kate enjoys cooking, traveling and spending time with her family.

Kate holds a BS in Business Management and Accounting from Westfield State University. She and her husband Kevin reside in Holliston, Massachusetts with their two young daughters.

Registered States:
CA, FL, MA, ME, NY, TX

Registered States:
MA