12 Years Tenure at Westfield
Katie is a Partner at Westfield, serving as both Chief Financial Officer and Chief Compliance Officer. She joined the firm in 2012 and is responsible for the firm’s financial operations, regulatory compliance, and internal control framework.
Prior to joining Westfield, Katie was Chief Compliance Officer at Anchor Capital and Anchor/Russell Capital Advisors. Her earlier experience includes senior operational roles at Boston Private Financial Holdings and Lesavoy Financial Perspectives.
Katie earned her M.B.A. from Boston University and her B.A. from Vanderbilt University.