Please join us in welcoming Kaitlin to the Willow Street team.
As a Relationship Manager, Kaitlin serves as a primary point of contact for client families, accountable for working closely with clients and their advisors, including legal, tax/accounting, investment, and banking leads. She is responsible for trust administration, financial reporting and analysis, cash flow management, and special projects. Kaitlin navigates tight deadlines and projects with efficiency and calm composure. She is pursuing her certification as a Certified Trust and Fiduciary Advisor (CTFA).
Prior to joining Willow Street, Kaitlin spent over ten years in investment banking, client relationship management, and business development at companies including Silver Point Capital, Deutsche Bank, and The Clear Creek Group. She spent the majority of her career in Manhattan before moving to Jackson in 2020.
An east coast native, Kaitlin grew up outside of New York City and earned her BA from Dartmouth College with a major in History. Actively involved in the community as a volunteer for Hole Food Rescue, the People’s Market, and Old Bill’s Fun Run, she spends her free time outside skiing, hiking, and biking.
If you suddenly found yourself with two hours of free time, what would you do with it?
There is something magical about the endless adventures Jackson offers. With unparalleled access to the outdoors, I would spend two hours of free time getting outside and exploring — whether skiing in the winter, hiking in the summer, or learning a new outdoor activity in any season.
What’s the favorite place you have traveled to and why?
Rome. While at Dartmouth, I had the opportunity to study abroad in Rome as part of an Italian language immersion program. A requirement of the program was to live with a local family and only speak Italian. As a result, I became completely immersed in Italian culture. It was an incredible experience to travel throughout the city and country more broadly with local guidance and come home after class to nightly cooking lessons from my Italian host mother. I now love going back to Rome to explore the cafes, restaurants, museums, and side streets that I discovered while a student.