Kate LaPorta, CFP®, is a Private Advisor and Vice President with Acadia Wealth Partners at Rockefeller Capital Management, based in New York City. She advises high net worth individuals and families. Prior to this role, Kate was a Senior Client Associate supporting a number of Senior Investment Advisors and serving as the day-to-day client contact. Kate joined Rockefeller in 2012 and has over 10 years of experience in financial services. Kate is a Certified Financial Planner™ professional and has completed a certificate program in Financial Planning through New York University School of Continuing and Professional Studies. She holds a B.A. degree from James Madison University and is a member of the Financial Planning Association® of New York.
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