My Experience

I have been advising clients for 22 years. I have helped my clients navigate often-bumpy financial terrain and have managed their futures through 12 market corrections and four economic recessions, weathering Black Friday, the dot-com bubble and The Great Recession.

I do what I do because ...
I genuinely care about helping you manage your money and am passionate about working with you to achieve your life goals. I strive to bring knowledge, as well as experience, to the table; consistently investing in the ongoing education needed to keep up with the ever-fluctuating market and best manage your portfolio.

I do it this way, for these reasons ...
Clients are more to me than just a portfolio. My approach is built on collaborative planning. I focus on what constitutes a good investment and meets criteria that align with your goals and values. I know the critical questions to ask and listen sincerely to what you say. I believe the best results come from a plan upon which we agree together; one that is all your own.
Services Include
  • Philanthropic Services
  • Endowments and Foundations1
  • Sustainable Investing2
  • Trust Accounts3
  • Divorce Financial Analysis4
  • LGBT Planning Services
Securities Agent: TX, MD, DC, WV, WA, VA, UT, SC, PA, NY, NM, NJ, ME, KY, FL, DE, CA, AZ; Managed Futures; General Securities Representative; BM/Supervisor; Investment Advisor Representative
NMLS#: 1262290
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*

Education

  • Portfolio Management Director, 2018
  • Institute of Family Wealth Management/Family Wealth Advisor 2016
  • Wharton Investment Consultant's Program 2006
  • Mount St. Mary's University, MBA, Finance Concentration
  • Bachelor of Fine Arts/University of Cincinnati/College Conservatory
  • FINRA Series 7, 63, 65, 31, 9, 10
  • Life/Health/Annuity Licensed

Community Involvement

Board of Directors, Loats Foundation

Advisory Board, John F. Kennedy Center for the Performing Arts

Board of Directors, Heritage Frederick

Board of Trustees, Record Street Home

Past Chairman, Community Foundation of Frederick County MD

Past President, Advocates for Homeless Families

    Client Service Team

    • Beth Mason - Portfolio Associate
      Beth Mason is a skillful and competent problem-solver with over 13 years' of industry experience. Beth supports Kate in all aspects of account maintenance including online technical support, preparation of performance reports, scheduling portfolio reviews, and inquiries related to technology and cash management.  Beth is dedicated and enthusiastic about providing first class service with a personal touch.   

      Beth has a Bachelor of Science in Business Administration, and is currently pursuing her MBA to be completed in 2019. She is Series 7 and 66 registered. 

      Away from business, Beth enjoys exploring new places with her husband and three children. She also volunteers much of her free time with Heartly House and other local nonprofits.

    Location

    30 W Patrick Street
    7th Fl
    Frederick, MD 21701
    US
    Direct:
    (301) 631-7135(301) 631-7135
    Toll-Free:
    (800) 634-0072(800) 634-0072
    Fax:
    (301) 663-4798(301) 663-4798
    1775 I Street, NW
    4th Floor
    Washington, DC 20006
    US
    Direct:
    (202) 862-9000(202) 862-9000

    Investment and Market Perspectives

    On the Markets

    Philanthropy

    Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
    • Endowments
    • Foundations
    • Donor Advised Funds
    • Impact Investing
    Choosing an Environmental Charity

    Choosing an Environmental Charity

    There are a multitude of non-profits dedicated to helping protect the environment. Here’s how to choose where you want to give.

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    Market Information Delayed 20 Minutes
    1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.

    2The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

    3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

    4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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    Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.

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    *References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.


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