Kate Otis has more than 15 years of experience in the financial services industry where she has helped clients navigate the many phases of their financial lives. In her role as an Associate Portfolio Manager, Kate advises clients on investment management solutions across all major asset classes, prioritizing the preservation and growth of client wealth through asset allocation, security selection, and tax and fee efficiency.
Prior to coming to 1834 Investment Advisors, Kate was at Merrill Lynch where she was a Relationship Manager.
Kate chose this career because she has a passion for connecting with people and partnering with them to work toward their goals. Her clients can count on her to:
- Listen first to truly understand their goals and what is going on in their lives.
- Explain complicated issues in a clear, succinct way.
- Provide recommendations and solutions that match their goals and needs.
Kate earned a Bachelor of Arts degree in Business and Management from Alverno College and holds the Certified Financial Planner™ certification.
Outside of work, Kate enjoys spending time with her family, attending concerts and reading.