Senior Client Specialist
Kate is a Senior Client Specialist with NEPC and has over 14 years’ experience in the investment industry. In her role at NEPC, Kate works closely with both family offices and ultra-high net worth individuals. Her expertise in asset allocation, spending analyses, performance measurement, portfolio construction and implementation, as well as complex technical projects allows her to service all aspects of portfolio management for NEPC’s Private Wealth clients. In addition to her client responsibilities, Kate is also a member of NEPC’s Private Wealth Performance Systems Strategy Group. This group is responsible for ensuring that NEPC has the necessary systems in place to provide the robust analysis, functionality and reporting required for advising Private Wealth clients.
Prior to joining NEPC, Kate spent 10 years at CTC | myCFO, working her way up from Senior Analyst to Investment Advisor, focusing on Private Wealth clients. At CTC | myCFO, Kate championed process efficiency; defining and implementing best practices and also streamlining efforts through training. Prior to working at CTC | myCFO, Kate was a Senior Associate at Bates Private Capital working in securities litigation.
Kate earned her B.A. in Spanish Literature and Pre-Medicine from the University of Michigan and is fluent in Spanish. During her free time, Kate enjoys traveling, yoga, and spending time with her three children.