In her role as a senior relationship manager, Katie is responsible for managing accounts, discussing changes in life and financial situations, and ensuring all clients’ service and support needs are met. She joined Adviser Investments in 2013 having worked previously at UBS Private Wealth Management in Boston. Katie graduated from Northeastern University in 2011 with a B.A. in sociology and became a CERTIFIED FINANCIAL PLANNER™ professional in 2022. In her spare time, Katie can be found hiking, walking her dogs, Kirby and Shamrock, or volunteering with local animal rescues.
85 Wells Avenue, Suite 109Newton, MA 02494
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