As Analyst, Client Service, Katherine works closely with her advisory team to handle client requests and help manage day-to-day operations.
Prior to joining NewEdge, she worked at Summit Trail Advisors as a Client Service Analyst and held an internship with Homrich Berg.
Katherine holds her B.S. in Business Administration from the Georgia Institute of Technology, where she was the student president of her campus ministry.
She grew up in Johns Creek, GA, and currently resides in Sunnyside, Queens. Outside of the office, Katherine can be found reading historical fiction novels or exploring the Met with her husband, Andrew.