Katy Stangle is a Partner and Wealth Advisor at Corient, where they deliver comprehensive investment consulting and family office services. With a strong background in client services, Katy previously served as Senior Client Advisor at Federal Street Advisors and Director of Client Service at Breed's Hill Capital. They hold a BS in Finance and an MBA in Finance/Financial Planning from Bentley University, as well as a Certificate in Financial Planning from Boston University. Katy's expertise focuses on providing tailored wealth management solutions to individuals, families, and foundations.
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