Kate has over 30 years of experience in fiduciary portfolio management. She oversees MTC’s model portfolio strategies in addition to providing comprehensive wealth management services to individuals, institutions, foundations and non-profits. Kate graduated Cum Laude from the University of Vermont with a BA in Economics and she has earned her Chartered Financial Analyst® (CFA®) designation. Prior to joining MTC in 2001, she served as a portfolio manager and analyst at Janus Henderson Investors. Kate is a member of the CFA Institute, the CFA Society of Colorado, the Global Women’s Leadership Network and the Denver Chapter of Women in ETFs.