Kathleen Sablone, JD, AEP®, is the Principal of Estate and Financial Planning at CAPTRUST, a position held since 2024 following the transition from Boston Financial Management. Previously, Kathleen served as the Chief Planning Officer at Boston Financial Management from 2016 to 2024 and held the title of Vice President at U.S. Trust, Bank of America Private Wealth Management from 2001 to 2009. Early in their career, Kathleen worked as an Associate in the Estate Planning Department at Choate, Hall & Stewart from 1996 to 2000, and as a Director of Planning at Emerson Investment Management from 2009 to 2016. Kathleen earned a JD from Boston College Law School in 1996 and a BA from Harvard University in 1993.
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