Kate has been supporting YHB and its clients since its inception in 1989. She has been an integral part of all aspects of YHB’s client service processes but particularly valuable in the administration, maintenance and integrity of our Advent recordkeeping system.
With over $1 billion under management, the complexity of the securities owned and the related activity, transactions, pricing, mergers, gifting, etc. is an operation that Kate has mastered over many years. Her broad industry knowledge, attention to detail, and her commitment to client service have set a high standard at YHB.