Catherine M. Kennedy, CFP®
Kate provides portfolio management and financial advice to high net-worth individuals and their families. She has over 20 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.