Kathryn is a first time mom and tends a small farm with her husband.
As the firm’s Operations Associate, Kathryn is responsible for the administration and daily reconciliation of the firm’s portfolio management system. Additionally, she aids in the preparation and distribution of quarterly client statements and manages the firm’s electronic client portal. Kathryn takes pride in her work and as a member of the team.
Kathryn earned her Associate’s degree from Quinsigamond College. She joined the Grimes and Company team in 2015 and is always eager to take on new projects that will help the growth of the company.