Addepar
Kathryn Bell is an experienced professional in account and relationship management, currently serving as an Account Manager at Addepar since February 2023. Prior to this role, Kathryn held the position of Relationship Manager at Brex from September 2021 to February 2023. Kathryn's foundational experience includes a role as a Global Markets Analyst in Equity Sales at Goldman Sachs from July 2020 to August 2021, where earlier Kathryn also worked as a Summer Analyst in June to August 2019. Kathryn began their career as an Intern at Trombley Associates Investment & Retirement Planning from May 2017 to August 2018. Kathryn holds a degree from Boston College.
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Addepar
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Addepar is a software and data platform that is purpose-built for professional wealth, investment and asset management firms to deliver outstanding results for their clients. More than 700 leading firms trust Addepar to unlock the power and possibility of more informed, data-driven investing and advice. With client presence in more than 25 countries, Addepar’s platform aggregates portfolio, market and client data for more than $3.5 trillion in assets.