TEAM

Catherine M. Kennedy, CFP®

PRINCIPAL

Kate provides portfolio management and financial advice to high net-worth individuals and their families. She has over 25 years of experience in the financial services industry, including roles in portfolio management, financial counseling, equity and fixed income trading, and portfolio administration. Prior to Birch Hill, Kate was a Managing Director at Seaward Management and a Portfolio Administrator in the Private Asset Management Group at Mellon Financial (formerly, The Boston Company).

Kate received her B.A. from Boston College and a Certificate in Trust and Estate Administration from The New England School of Banking at Williams College. She received her Certificate in Financial Planning from Boston University and is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Kate can be reached:

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Q: What are your role and responsibilities at Birch Hill?
A: Portfolio management and financial planning.

Q: What do you think Birch Hill’s best qualities are?
A: Teamwork & Efficiency. Each person at Birch Hill plays an important role in our ability to deliver exceptional client service. Our small staff can accomplish a great deal because of our many years of experience working with our clients and with one another.

Q: What about what you do brings you the most personal satisfaction?
A: What I find most rewarding is the opportunity to build genuine relationships with our clients. Being entrusted with their goals and financial well-being is a responsibility I value deeply. Being able to help them use their wealth to create security, opportunity, and impact for themselves and their loved ones is deeply meaningful to me.

Q: When you’re not working, how do you spend your time?
A: Outside of work, I enjoy connecting with friends and family, exploring new destinations, and turning everyday moments into lasting memories. I also value quiet time to relax and reset.

Q: If you weren’t at Birch Hill, what do you think you’d be doing?
A: I always thought being a flower delivery person might be fulfilling. Who wouldn’t enjoy spending their days sharing gestures of kindness?

Q: What words do you live by?
A: Always try to be positive. I believe in self-fulfilling prophecies.