Graypoint LLC
Katelyn C. is a seasoned financial professional with extensive experience in financial planning and management. Currently serving as a Senior Financial Planner at Graypoint LLC since September 2024, Katelyn previously held the position of Chief Financial Officer at Murnane Building Contractors from September 2020 to August 2024. Additionally, Katelyn has contributed to academic growth as an Adjunct Professor at The College of Saint Rose, teaching Personal Financial Planning to undergraduate students from January 2013 to May 2024. Katelyn's earlier role as Vice President at Ayco, a Goldman Sachs Company, involved overseeing a team of over 100 Financial Planners across multiple locations. Katelyn’s career also includes experience as a Contributing Reporter for the Press Republican. Katelyn holds a Master of Business Administration (MBA) and a Bachelor's degree in Business Administration and Management, both from The College of Saint Rose.
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Graypoint LLC
Graypoint LLC is a multi-family office, financial planning, and investment management firm for high-net-worth families and organizations. Graypoint can manage all the financial affairs for individual clients from high-net-worth to ultra-high-net-worth and provide financial advising and investment management to private foundations, nonprofit organizations, and other institutions.