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Katharine has 10 years of experience in wealth management and law, specializing in estate and trust administration. She has a deep understanding of complex estate planning strategies and tax optimization techniques. She works with high-net-worth individuals and families to preserve and grow their wealth. She enables clients to develop and understand their goals and objectives and providing strategic guidance on all trust-related matters. Known for her personalized approach and commitment to client satisfaction, Katharine is dedicated to helping clients achieve their financial goals and legacy aspirations.

  • BA, University of Vermont 
  • JD, New England Law | Boston 
  • Joined Cambridge Trust in 2024 
  • Prior wealth management experience at Fidelity Investments and Austin Trust Company