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Biography

Katrena is a Client Service Associate in the Boston office. She is a member of the Wealth Management team, providing support for client account management and new business development.

Prior to joining Cerity Partners, Katrena worked for an estate planning law firm as a Client Services/Wealth Management Coordinator.

In her spare time, Katrena enjoys playing field hockey, traveling, and spending time with her cats, Tito and Beans.

Client Advisory Learn more about Katrena’s practice

Education

  • B.S. in Business Administration from Boston University

Highlights

  • Notary Public

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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.