Vice President and Senior Wealth Advisor
Kathleen is responsible for the management of the portfolios of institutional clients and high-net-worth individuals and families at Washington Trust Wealth Management. She works with high-net worth individuals and their families to design, implement, and monitor customized financial plans that help them to efficiently meet their goals through a combination of investment, estate, insurance, and tax planning services and advice.
Kathleen has more than 30 years of experience in the wealth management and financial planning fields. Prior to joining Washington Trust, Kathleen served as an assistant vice president and financial advisor at Morgan Stanley for more than a decade and held several roles within the UBS portfolio of companies. Kathleen also spent several years as an orthopaedic surgery nurse practitioner at Lahey Hospital and Medical Center.
Kathleen is a CFP® practitioner and obtained her CIMA® designation at the Wharton School of the University of Pennsylvania. She holds an MBA from the University of California, as well as a master’s degree and bachelor’s degree from the MGH Institute for Health Professions.
A Massachusetts resident, Kathleen is actively involved in her community. She previously served as a Board Member of the Holliston Education Foundation, as the Treasurer of the Board for the Warren Benevolent Fund and as the President of the Network of Enterprising Women. She regularly volunteers with The Jimmy Fund and is an avid supporter of the ASPCA, the MSPCA, the National Resources Defense Council, the Adirondack Foundation, the American Heart Association, and the American Cancer Society.
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