Kate, currently serving as the Director of Client Services at Castellan, is a seasoned professional with a wealth of experience in providing exemplary client services, back-office operational, and compliance support. She holds a B.A. in Anthropology from Mount Holyoke College where she distinguished herself by also completing majors in Mathematics and Biological Sciences. In addition to her academic achievements, Kate showcased her leadership skills as captain of her Division III Lacrosse team and as a member of the Field Hockey team.
With a rich background in the financial sector, Kate has seamlessly navigated through esteemed institutions such as The Bank of New York, Merrill Lynch, Washington Mutual Capital Corp., Smith Barney and Morgan Stanley. Her journey in the financial industry has equipped her with a comprehensive understanding of front and back-office client and trade support.
Kate brought her expertise to the Castellan Group in April 2021, and since then, she has played a pivotal role in enhancing the client services landscape. As the Director of Client Services, Kate leads the Client Services Team with a focus on delivering top-notch support, ensuring operational efficiency, and maintaining compliance standards. Her commitment to excellence and strategic vision continues to drive the success of Castellan’s client services-focused approach.”