Kate Welch is a Senior Associate at Merritt Point Wealth Advisors. She draws on her experiences in the financial industry to support Merritt Point’s clients and advisors with onboarding, operational, educational, and general requests. Kate has a degree in psychology, which gives her unique insights into interpersonal communication and behavioral finance.
Before joining Merritt Point, Kate worked in corporate asset management, focusing on separately managed accounts at Oppenheimer & Co. She’s in her element when solving whatever day-to-day issues might arise for clients or advisors. Kate’s goal is to be the trustworthy resource our clients can depend on to get the bottom of any and all their questions.
A native of Long Island, Kate now lives in White Plains with her husband Ryan and Dodger the Dog. Outside of the office, she loves discovering new music and supporting women everywhere through her volunteer work at the Junior League of Central Westchester. When you see her, ask her about her grand safari to South Africa!