Kate Pettee, CFP®
Kate is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Kate worked for J.P. Morgan Asset Management in New York, in new client development for J.P. Morgan Global Alternatives. Kate is a CERTIFIED FINANCIAL PLANNER™ and she earned a Bachelor of Business Administration with majors in Finance and International Business from Villanova University. She currently resides in Philadelphia, Pennsylvania.