KAITLYN M. BENSON
Senior Administrative Officer, Investments
10 years in the Wealth Management Industry
MEd, Salem State University
BA, University of New Hampshire
Kate supports the investment group in all aspects of client related portfolio administration. She monitors all operational activities pertaining to the investment portfolios, working in collaboration with our suite of investment managers, bank custodians and our financial accounting group. In addition, Kate is responsible for maintaining the firm's proprietary reporting systems. She also enjoys interacting with clients, providing superior client service.
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LINDA M. SKIATHITIS
Asst. Controller, Bookkeeper
30 years in Business
Office Management
Linda manages all aspects of the firm's daily internal financial operations, assisting with regulatory reporting, and managing the firm's human resource and employee benefit programs. She is responsible for financial accounting, maintaining timely and accurate client related books and records relating to bill-pay. Her duties are an integral part of the client service team and she is known as the go-to professional of the firm.
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