EQUITY RESEARCH ANALYST
Kate joined Adviser Investments in May 2018 as an equity research analyst. Prior to Adviser Investments, she 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 her time as the stewardship chair of the Boston Ballet Young Partners and as treasurer of the Boston Ballet Volunteer Association.