Katie founded Streamline Family Office in 2003 and has been working with wealthy families for over 20 years. Over the past 16 years she has served as a Trusted Advisor to an aggregate of over $2B of client assets. She has extensive experience with and knowledge of the unique complexities and freedoms that wealth creates. Katie has built deep client and advisor relationships based on trust, compassion, privacy and integrity. She has a passion for understanding client needs and can quickly understand how all the pieces create the big picture. Katie started her career at Merrill Lynch and Bainco International Investors. She graduated from the University of Rhode Island where she was a Division I field hockey scholarship recipient and two-year captain. Katie lives in Dover MA and has four children with her husband Dan. She is incredibly curious, loves adventure, laughing, reading and pushing herself outside of her comfort zone.
Amy Johnston, Relationship Management
Christine Fiore, Relationship Management
Clare Cole, Relationship Management, CPA, CFP
Jennifer Friesen, Client Reporting & Complex Projects
Lisa Wright, Office Support