Kathleen joins FTS as a Managing Director in our Boston office. She has over 25 years of experience providing tax consulting, planning and compliance services to ultra-high net worth individuals, trustees of fiduciary entities and not-for-profit foundations. Kathleen’s diverse background and experience enables her to provide unique insights in many areas of tax planning, estate and gift planning, fiduciary and philanthropic planning, and succession planning. Prior to FTS, Kathleen was a Tax Principal for DGC LLP, a Tax Director for Grant Thorton and a Tax Senior Manager for Ernst & Young, LLP.
Clients rely on Kathleen’s collaborative and diligent approach to financial planning, ensuring all options have been explored. Kathleen’s experience working with individuals, family offices and attorneys, investment consultants, and insurance professionals has afforded her an extensive array of options to help her clients achieve their goals.
Kathleen is a graduate of St. John Fisher College with a Bachelor of Science in Accountancy. Kathleen is also a member of the American Institute of Certified Public Accountants, Personal Financial Specialist designee AICPA and Massachusetts Society of Certified Public Accountants.