Kate joined BBR Partners in 2009 and is a Director of Portfolio & Wealth Administration. Kate’s responsibilities include working on client teams to monitor and execute cash and security transactions in client portfolios, and providing consolidated reporting to clients and their advisors.

Prior to joining BBR, Kate worked at The Ayco Company, a subsidiary of Goldman Sachs, as an Information Services Associate, where she was responsible for updating and reconciling client portfolios, preparing quarterly reports and training new hires.

Kate holds a dual BS from Canisius College in Accounting and Accounting Information Systems.

Outside of the office, Kate enjoys dabbling in outdoor photography, spending time with her husband, and spoiling their French bulldog.