Katharine brings her expertise in RIAs and Wealth Management through various roles including Relationship Manager and Director of Operations, leading and training teams, and as a COO of an ESOP Trust Company.

As the GoalVest Chief Compliance Officer & Chief Operations Officer, Katharine is focused on reducing and mitigating risks for our clients, our team and our firm. She is involved in Compliance, Strategic Partnerships and Business Oversight. Her previous experience includes:

• COO, Ventura Trust

• SVP Director, Rockefeller Capital Management

• Senior Client Services & Operations Director, Treasury Partners, HighTower Securities

• Bear Stearns, JP Morgan, Vice President, Advisor Services

• Boston University, Questrom School of Business, Finance & Marketing

Katharine is a native New Yorker, enjoys all the city has to offer, including restaurants and museums and traveling whenever she can.