Shade Tree Advisors LLC
Katelyn Morley is a financial analyst with extensive experience in the finance industry. Currently employed at Shade Tree Advisors LLC since August 2021, Katelyn previously held a similar role at Ayco, a Goldman Sachs Company, from February 2019 to August 2021, where Katelyn also completed an internship. Katelyn holds a degree from the College for Financial Planning, which was obtained in May 2022, and a bachelor's degree from Siena College, completed in 2020.
Shade Tree Advisors LLC
Shade Tree Advisors is an independent, multi-family office for a select group of clientele. With technical expertise in tax, estate planning and wealth management, we develop comprehensive wealth strategies while devoting the administrative resources required to manage complex financial situations. We prioritize discretion and responsiveness while streamlining and safeguarding clients’ financial affairs.