Kate is the Branch Administrator for Florham Park Wealth Advisors, where she supports Jack and his clients. As Jack is the Managing Principal, Kate is also responsible for maintaining all compliance records for the branch. Kate’s role is to make all of Jack’s clients’ experiences as pleasant and seamless as possible.
Prior to joining Florham Park Wealth Advisors, Kate spent twelve years as the Administrative Manager with the Doris Duke Charitable Foundation in Hillsborough, NJ, and New York City. Kate has several years of Human Resources, Administration, and Project Management experience across both non-profit and for-profit industries.
Kate attended Fairfield University in Connecticut where she earned her Bachelor’s Degree with a major in Communications. She also earned a Master's Degree in Organizational Psychology from Teacher’s College, Columbia University.
When she is not in the office, Kate can either be found at her sons’ soccer games, walking the family dog, volunteering with the Fortnightly Club in Summit, or relaxing at home. She lives in New Providence, NJ with her two sons.