Kathy is a Senior Vice President and Certified Financial Planner™ (“CFP®”) at Claro Advisors. Kathy brings 30 years of investment experience to the Claro team, where she provides tax-efficient financial planning services to clients and focuses on ESG/Socially Responsible investment mandates.
Prior to Joining Claro, Kathy was an Advisor with Arter Financial Strategies and a former Director at Standish Ayer & Wood, Inc. (currently Standish Mellon Asset Management), where she managed their fixed income trading desk and eventually the Portfolio Analyst Group for Fixed Income. Kathy a licensed Massachusetts Insurance Producer for Life and Health and has previously passed the FINRA Series 6, 7 and 66 licensing exams.
Kathy received her BBA in Finance from The University of Massachusetts Amherst and currently resides in Quincy, MA where she raised her three grown children. She is actively involved in her community and serves on the Board of Directors and Finance Committee for The Codman Square Health Center. In her spare time, Kathy also enjoys cooking and “trying not to bother her kids too much”.