Kathryn E. Schwartz

Kathryn E. Schwartz

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Kathryn E. Schwartz

Kathryn, known as Kat to us, enjoys cooking, baking (especially cupcakes), pilates, and fun activities with her son, Ryan.  She also enjoys taking their Boston Terrier, Cooper, and their new Boxer puppy, Roxy, for long walks or short runs with her husband. She is a resident of West Hartford, a fan of the Boston Red Sox and New York Giants and will never turn down a slice of cheesecake. Kat is currently working towards her Associate's Degree at Tunxis Community College.

Kat is the Office Services Supervisor. She provides support to the Firm’s Director of Operations. Additionally, Kat provides support to our Wealth Management team as an Investment Administrator and works closely with our marketing team to plan internal parties and client events. She brings over 17 years of administrative and bookkeeping experience including a vast knowledge of QuickBooks.

  • Accounting Certificate, Tunxis Community College

Congratulations for 50 years in business! You all set the standards high.

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