Catherine M. Kennedy, CFP®

MANAGING DIRECTOR

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. Kate is a member of the Financial Planning Association (FPA) and FPA of Massachusetts.

Catherine Kennedy CFP

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: I love getting to know people and appreciate the opportunity I have to develop relationships with our clients. Clients trust us to help grow and preserve what they have, and many of them rely on us to help guide them in using their wealth to enrich their lives and the lives of others.

Q: When you’re not working, how do you spend your time?
A: I enjoy spending time with my family and friends. Lately, the majority of my time is spent as a spectator at my son’s many sporting events. I also volunteer for a local non-profit which funds educational tools and activities for Hanover’s schools.

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.