Kate started her career as an outside sales professional excelling in a variety of industries. Her strong business acumen and attention to detail landed her a position with a securities trading firm in Austin. Kate served as the Operations Manager for the firm for more than four years. She was responsible for client and back office management, monthly financial reporting, firm compliance and all human resources functions. She was instrumental in the oversight of the firm’s reorganization and merger with a New York-based investment firm.
Her knowledge of investments along with her strong sales background has allowed Kate an easy transition into her role as the Manager of Family Office Services at Teegardin & Associates. She has a demonstrated can-do attitude, is extremely detail oriented, very responsive to client needs and requests and a willingness to go the extra-mile for her clients.
Kate graduated from Southern Methodist University in Dallas with a Bachelor’s Degree in Journalism.
She enjoys traveling, hiking, boating and spending time with her family at their ranch.