Kate joined Private Capital Group, LLC in 2018 as the firm’s first Insurance Coordinator. Coming from 15 years of experience in the brokerage, home office and claims levels, she found Private Capital Group’s approach to client service was exactly in line with hers. She takes great pleasure in working with the advisors to make sure all clients are covered for in every eventuality, fully supported and always informed throughout the insurance process. She enjoys travel, live music, hiking, and lives in Plainville with her cat Ollie.
Education and Affiliations:
- B.A. in Psychology and English Lit from Central Connecticut
- ACS and AMLI LOMA Designations