We are happy to announce that we're celebrating 20 years!
Kate joined Kovitz in 2020 and is now a Client Service Associate where she works closely with both Financial Advisors and Clients to assist in the management and operations of opening new accounts and the seamless transition of assets. Kate brings with her nearly a decade of financial services experience having worked in client relations and back office operations support roles. Kate earned her Bachelor’s degree from the University of North-West London.