Kate is the Director of Operations at 1 North Wealth Services, where she oversees the firm’s compliance program, operational systems, and technology platforms. Since joining the firm in 2011, she has led major initiatives to streamline internal processes, enhance client service, and establish a cohesive, modern brand identity.

 

With a background in special events planning, Kate brings strong organizational, project management, and communication skills to her role. She holds a B.A. in Business Administration from Widener University and a Series 65 license. 

 

Kate lives in Severna Park with her husband and 2 daughters.