Kate attended Franklin High School in Franklin,TN, after growing up in Southern California and Leipers’ Fork. She graduated from NYU cum laude in 2006. After leaving the cocktail party early (NYU is expensive), she started her investment management career at Wiley Bros.-Aintree Capital in 2007. She has remained in the business ever since including while she owned and managed a restaurant in Dickson, TN, and attended graduate school at Vanderbilt simultaneously. She completed her graduate degree from the Owen Graduate School of Management with concentrations in Finance and Strategy.
Kate sold her restaurant, and shortly after she changed firms to TBH Advisors in 2022. Kate specializes in 401k construction/management and private wealth management for high net worth clients.
Kate loves to cook and entertain, but her passion is investment research and helping others navigate the landscape of investing.