Kati is a Senior Client Advisor at Ballentine Partners. With a decade of experience in wealth management, she works closely with clients to develop holistic wealth strategies that help them achieve their financial goals. She is passionate about building meaningful relationships and delivering a highly personalized experience that supports clients through every stage of their financial journey.
Prior to joining Ballentine Partners, Kati was a Vice President at Windrose Advisors, where she partnered with clients to develop integrated investment, tax, cash flow, and estate planning strategies that supported their evolving financial goals. Before Windrose, she was a Senior Client Advisor at SCS Financial, where she provided comprehensive support in portfolio management, financial reporting, cash flow analysis, estate planning, and tax administration. Earlier in her career, Kati interned at General Electric, participating in their Financial Management Program, gaining experience with both their Power & Water Income Statement Team and the Oil & Gas Subsea Offshore Team.
Kati graduated cum laude from the College of the Holy Cross with a B.A. in Economics and a concentration in Political Science and was a captain of the women’s ice hockey team.
Outside of work, Kati is a member of the Boston Estate Planning Council and enjoys hiking, cooking, traveling, and spending quality time with family and friends. She lives in Boston with her husband, Chris, and daughter, Amelia.