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Kathleen Keller

Kathleen Keller

Client Service Associate

Kathy comes to us with an extensive background working in administration and operations in the private equity sector. In her role as Client Service Associate, she will help support clients’ financial and retirement needs, and assist with operations on an ad hoc basis. In her spare time, Kathy pursues her interest in historic preservation, previously serving as co-chair of her local historical commission for six years.