Katherine is excited to be joining us from Morgan Stanley. However, she started in the financial industry as a Client Service Associate at RBC Wealth Management in 2020. Before that, Katherine spent many years in the insurance industry working for Allstate Insurance and then an independent family-run agency located in Northport, NY. After living on Long Island for over 15 years, she moved back to the Rochester area to be closer to family. She currently resides in Brighton with her two children. She enjoys traveling, but most of all being with her family and friends.