Kate Doherty Email & Phone Number

Director of Portfolio and Wealth Administration @ BBR Partners

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Kate Doherty Location

South Carolina, United States

Kate Doherty Work

2021 - now Director of Portfolio and Wealth Administration @ BBR Partners
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2012 - 2021 Vice President of Portfolio and Wealth Administration @ BBR Partners
2009 - 2012 Portfolio Administration Associate @ BBR Partners
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2008 - 2009 Information Services Associate @ Goldman Sachs Ayco
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2006 - 2007 Systems and Process Assurance Experienced Associate @ PwC

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Kate Doherty Education

Canisius College
BS (Accounting & Accounting Information Systems)
2002 - 2006

Kate Doherty Skills

Wealth Management
Asset Management
Hedge Funds

Microsoft Excel
Investments
Equities
Alternative Investments
Microsoft Office
Business Development
Engineering

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Kate Doherty Summary

Kate Doherty, based in South Carolina, United States, is currently a Director of Portfolio and Wealth Administration at BBR Partners. Kate Doherty brings experience from previous roles at BBR Partners, The Ayco Company, L.P. and PricewaterhouseCoopers. Kate Doherty holds a 2002 - 2006 BS in Accounting & Accounting Information Systems @ Canisius College. With a robust skill set that includes Wealth Management, Asset Management, Hedge Funds, Microsoft Excel, Investments and more. Kate Doherty has 2 emails and 3 mobile phone numbers on RocketReach.

Kate Doherty Emails

Found 2 emails

Kate Doherty Phone Numbers

Found 5 phone numbers

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