Associate Wealth Advisor
Kate is involved in all aspects of the client experience within the Beacon Pointe Wealth Advisors Philadelphia Office. Her responsibilities include client service, financial planning and analysis, and trading. Prior to joining Beacon Pointe, Kate worked for J.P. Morgan Asset Management in New York, most recently in new client development for J.P. Morgan Global Alternatives. She earned a Bachelor of Business Administration with majors in Finance and International Business from Villanova University. She currently resides in Philadelphia, Pennsylvania.