Katy Stangle Email & Phone Number

Partner, Wealth Advisor @ Corient Capital Partners

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Katy Stangle Location

Boston, MA, US

Katy Stangle Work

2025 - now Partner, Wealth Advisor @ Corient Capital Partners
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2018 - 2025 Partner @ Breed's Hill Capital
2014 - 2025 Director Of Client Service @ Breed's Hill Capital

2007 - 2014 Senior Client Advisor @ Federal Street Advisors
2005 - 2007 Financial Analyst @ Liberty Mutual Insurance
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Katy Stangle Education

Boston University
Certificate in Financial Planning
2012 - 2013
Bentley University
MBA (Finance/Financial Planning)
2005 - 2007
Bentley University
BS (Finance)
2001 - 2005

Katy Stangle Skills

Finance
Strategic Financial Planning
Asset Allocation

Equities
Leadership
Financial Reporting
Customer Service
Strategic Planning
Strategy
Sales

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Katy Stangle Summary

Katy Stangle, based in Boston, MA, US, is currently a Partner, Wealth Advisor at Corient. Katy Stangle brings experience from previous roles at Breed's Hill Capital, Federal Street Advisors and Liberty Mutual Insurance. Katy Stangle holds a 2012 - 2013 Certificate in Financial Planning @ Boston University. With a robust skill set that includes Finance, Strategic Financial Planning, Asset Allocation, Equities, Leadership and more. Katy Stangle has 2 emails and 1 mobile phone numbers on RocketReach.

Katy Stangle Emails

Found 2 emails

Katy Stangle Phone Numbers

Found 1 phone numbers

508733XXXX

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