Kate worked at Adviser Investments from 2018 to 2020 as an equityThe amount of money that would be returned to shareholders if a company’s assets were sold off and all its debt repaid. research analyst. During her time here she was a member of our research department analyzing company earnings and worked closely with the team at our institutional asset management division, then named Braver Capital Management. She appeared on several webinars and episodes of The Adviser You Can Talk To Podcast, as well as recording a number of Market Takeaways video briefs.
Prior to Adviser Investments, Kate worked at Wells Fargo and earned her M.B.A. and master’s in finance from Boston College. In her free time, she enjoys traveling the globe and practicing yoga. Kate also volunteers as the stewardship chair of the Boston Ballet Young Partners and as treasurer of the Boston Ballet Volunteer Association.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
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