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Kate Heslop

Client Advisory

Biography

Kate Heslop is an Associate in the Boston office. She is a member of the Wealth Management team, supporting advisors with investment analysis, portfolio trading and monitoring, new client onboarding, account setup, and portfolio implementation.

Prior to joining Cerity Partners, Kate was a Portfolio Analyst at F.L. Putnam Investment Management Company, where she managed and monitored more than 600 client accounts representing approximately $115 million in assets under management.

In her spare time, Kate enjoys skiing at Sugarloaf and cooking for family and friends.

Client Advisory Learn more about Kate’s practice

Education

  • B.S. in Finance from The George Washington University

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.