Kate is a Certified Financial Planner® practitioner and serves as a Client Service and Marketing Associate in support of the FBB Capital Partners Team. Kate works with FBB’s clients, operations department, and portfolio managers to ensure all client needs are met with efficiency and care.
Kate received her Bachelor of Science in marketing from the University of Maryland University College. Before transitioning into finance, Kate received her culinary arts degree from the HCAT Institute and spent eight years in the hotel/restaurant management industry.
Kate and her husband live in Sarasota, Florida, and enjoy playing music, traveling, hiking, running, and spending time with their families.