Kate is the Senior Client Service Associate for Jack Wiener at Florham Park Wealth Advisors, where she supports Jack and his clients with day-to-day operations. Kate also maintains all compliance records and documentation. Her role focuses on making each client’s experience as smooth and positive as possible.
Prior to joining Florham Park Wealth Advisors, Kate spent twelve years as the Administrative Manager with the Doris Duke Charitable Foundation in Hillsborough, NJ, and New York City. Kate has several years of Human Resources, Administration, and Project Management experience across both non-profit and for-profit industries.
Kate attended Fairfield University in Connecticut where she earned her Bachelor’s Degree with a major in Communications. She also earned a Master’s Degree in Organizational Psychology from Teacher’s College, Columbia University.
When she is not in the office, Kate can either be found at her sons’ soccer games, walking the family dog, volunteering with the Fortnightly Club in Summit, or relaxing at home. She lives in New Providence, NJ with her two sons.
