Kathleen Proft

Kathleen Proft has a background in sales, real estate, and client services. With experience at companies such as Impax Asset Management and Lake Street Advisors, Kathleen has held roles such as Fund Services Manager and Senior Client Service Analyst. Kathleen's expertise includes overseeing transfer agent operations, managing client service teams, and executing custodial, investment, and client-related tasks with attention to detail and professionalism. Kathleen is a dedicated professional with a Bachelor's degree in Economics from UNH Peter T. Paul College of Business and Economics.