Kathryn

“I enjoy providing socially responsible and
sustainable investment solutions to our clients”

I grew up in West Roxbury, Massachusetts, and attended Boston Latin School - the oldest public high school in America. After spending six years at Latin School's urban campus, I sought and found a more bucolic college experience amidst the sprawling green campus of the University of Delaware. There I made lifelong friends and memories and through the passion of its faculty, cultivated an interest in the business world. I graduated with a Bachelor of Science degree in Economics and soon after, began working at Citi Smith Barney in Wilmington, Delaware.

In 2008, I was eager to return to Boston where my family, friends, and heart remained.  I did so and began working in client services and investment analysis at the height of the financial crisis. This time period instilled in me the importance of being a trusted advisor and advocate for our clients. 

For over a decade, my investment research background has centered around providing socially responsible and sustainable investment solutions to clients. Investors now more than ever are eager to align their portfolios to their beliefs. Through advancements in technology, greater corporate transparency, and a proliferation of investment solutions, we can help to make that a reality. 

I feel fortunate to have joined ALENA Wealth in the fall of 2018, and have enjoyed developing relationships with our many cherished clients and families.

I reside in Dedham, Massachusetts with my husband, Scott and daughter Kaia Dorothy who has given us more joy than we ever thought imaginable. In June 2021, our family is expanding with the addition of a new baby boy.

When not working, I spend my time making memories with Kaia, reading and enjoying the outdoors - especially the ocean.