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Katherine  Lindsay

Katherine Lindsay


Katie joined the firm in 2017.  She works closely with our advisors and our clients to help with onboarding, service, and paperwork. She has deep institutional knowledge of the business. Katie also helps develop our Client Relationship Management workflows. Katie is a 2014 graduate of the University of Massachusetts Dartmouth where she received a BS in Finance. She is Series 65 certified and is a Massachusetts Notary Public.