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.
By accessing the noted link you will be leaving Washington Trust's website and entering a website hosted by another party. Washington Trust is not responsible for, nor do we control, endorse or guarantee the content of any external sites. Please be advised that you will no longer be subject to, or under the protection of, the privacy and security policies of Washington Trust's website. We encourage you to read and evaluate the privacy and security policies of the site you are entering, which may be different than those of Washington Trust.
Please note: This is not a secured e-mail transmission. Please do not send personal or financial information via email.
Receive News & Insights on a regular basis to learn our perspectives on the markets and how we can help you.