Kate joined Rockefeller Global Family Office as a Wealth Management Client Associate. Previously she held the same position at Merrill Lynch. Kate brings 10 years of client service experience, 3 years in wealth management. She is primarily responsible for operations as well as day-to-day service needs. Kate is passionate about making clients’ financial life easier. Kate hails from Buffalo, New York but has called Chicago her home for the last 7 years. Before moving to Chicago, she attended college at Xavier University (Cincinnati). She graduated with a degree in Business Administration and a minor in Studio Art.
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