Vice President, Client Advisory
Current
Jan 2024 - Present
AeroLeads people directory · profile
Kate Hart, Cfa Email & Phone Number
Vice President, Client Advisory at Jordan Park Group
at
Jordan Park Group
1 work email found
@jordan-park.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Vice President, Client Advisory at Jordan Park Group
Location
New York, United States
Company size
Who is Kate Hart, Cfa? Overview
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Quick answer
Kate Hart, Cfa is listed as Vice President, Client Advisory at Jordan Park Group at Jordan Park Group, a with 82 employees, based in New York, United States. AeroLeads shows a work email signal at jordan-park.com and a matched LinkedIn profile for Kate Hart, Cfa.
Kate Hart, Cfa previously worked as Vice President, Client Advisory at Jordan Park Group and Senior Associate, Client Advisory at Jordan Park Group. Kate Hart, Cfa holds Finance And Financial Management Services from University Of Colorado Denver.
Company email context
Email format at Jordan Park Group
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*@jordan-park.com
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AeroLeads found 1 current-domain work email signal for Kate Hart, Cfa. Compare company email patterns before reaching out.
Profile bio
About Kate Hart, Cfa
Katelyn joined Jordan Park in July of 2020. Prior to joining Jordan Park, she worked as a Senior Investment Analyst at Brown Brothers Harriman. There she was responsible for manager selection and asset allocation decisions. Previous in her career, Katelyn worked as an Analyst at a multi-family office in Denver, Colorado and an Investment Strategist for Wells Fargo Private Bank. She serves on the Investment Committee for The Women’s Foundation of Colorado. Katelyn earned her BS from the University of Colorado Denver. She is a CFA Charterholder
Listed skills include Leadership, Management, Portfolio Management, Banking, and 12 others.
Current workplace
Kate Hart, Cfa's current company
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Jordan Park Group
8 roles
Kate Hart, Cfa work experience
A career timeline built from the work history available for this profile.
Senior Associate, Client Advisory
Jan 2022 - Jan 2024
Associate, Client Advisory
Jordan Park provides investment management and financial advice to a distinct community of individuals, families, and institutions. Our clients have made extraordinary contributions to business, philanthropy, government, and society. Our team is composed of empathetic problem solvers with depth and diversity of experience. We embrace complexity and navigate challenges to empower clients to achieve their optimal outcomes.Our mission is to enhance lives and legacies.
Jul 2020 - Jan 2022
Assistant Vice President, Senior Investment Analyst
Manager Selection and Asset Allocation
Sep 2019 - May 2020
Analyst
Michaud Capital Management, Llc
Michaud Capital Management, LLC is an independent asset management consulting firm providing family office and administration services.
Apr 2018 - Aug 2019
Investment Strategist
Provided comprehensive asset management strategies to high net worth individuals and families, while also coordinating access to private banking, financial planning, brokerage, and trust and estate services. The investment strategist is responsible for creating and implementing customized investment strategies designed to help achieve clients’ financial objectives.
Jul 2017 - Mar 2018
Investment Management Specialist
-Partnered with a senior portfolio manager to manage a book of business of over $500 million in asset under management-Created Investment Policy Statements for clients based on client goals and objectives determined by senior portfolio manager-Dollar cost averaged new funds into the market parallel to the investment policy statement-Rebalanced investment portfolios back to strategic asset allocation targets after large market drifts.-Offered investment solution suggestions to… Show more -Partnered with a senior portfolio manager to manage a book of business of over $500 million in asset under management-Created Investment Policy Statements for clients based on client goals and objectives determined by senior portfolio manager-Dollar cost averaged new funds into the market parallel to the investment policy statement-Rebalanced investment portfolios back to strategic asset allocation targets after large market drifts.-Offered investment solution suggestions to Senior Portfolio mangers and clients based on investment product analysis.-Lead investment discussions, provided economic and market commentary as well as investment performance updates-Responsible for communicating with clients and their respective tax advisors to provide tax information Show less
May 2016 - Jul 2017
Investment Management Associate
Assists Investment Portfolio Managers in servicing high net worth and affluent individuals to help achieve their financial goals by providing a customized, comprehensive asset management plan. Takes an active role in assisting the Investment Managers with operational and client support, as well as account maintenance.
Jul 2013 - May 2016
Team & coworkers
Colleagues at Jordan Park Group
Other employees you can reach at jordan-park.com. View company contacts for 82 employees →
AF
Adele F.
Colleague at Jordan Park GroupPortsmouth, New Hampshire, United States
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LB
Laura Barry
Colleague at Jordan Park GroupSomersworth, New Hampshire, United States
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EL
Erynn Long
Colleague at Jordan Park GroupNew York City Metropolitan Area, United States
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TL
Tom Lacey
Colleague at Jordan Park GroupMountainside, New Jersey, United States
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KB
Ken Baba, Cfa
Colleague at Jordan Park GroupSan Francisco Bay Area, United States
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AK
Anthony K.
Colleague at Jordan Park GroupOakland, California, United States
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GP
Gavin Peterson
Colleague at Jordan Park GroupSalt Lake City, Utah, United States
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MH
Michele Hom, Cfp®
Colleague at Jordan Park GroupNew York City Metropolitan Area, United States
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CA
Christian Aviza
Colleague at Jordan Park GroupGreater Boston, United States
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JD
Jeangardy Desruisseaux
Colleague at Jordan Park GroupIndianapolis, Indiana, United States
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Adele F.
Colleague at Jordan Park GroupPortsmouth, New Hampshire, United States
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LB
Laura Barry
Colleague at Jordan Park GroupSomersworth, New Hampshire, United States
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EL
Erynn Long
Colleague at Jordan Park GroupNew York City Metropolitan Area, United States
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TL
Tom Lacey
Colleague at Jordan Park GroupMountainside, New Jersey, United States
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KB
Ken Baba, Cfa
Colleague at Jordan Park GroupSan Francisco Bay Area, United States
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AK
Anthony K.
Colleague at Jordan Park GroupOakland, California, United States
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GP
Gavin Peterson
Colleague at Jordan Park GroupSalt Lake City, Utah, United States
View →
MH
Michele Hom, Cfp®
Colleague at Jordan Park GroupNew York City Metropolitan Area, United States
View →
CA
Christian Aviza
Colleague at Jordan Park GroupGreater Boston, United States
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JD
Jeangardy Desruisseaux
Colleague at Jordan Park GroupIndianapolis, Indiana, United States
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3 education records
Kate Hart, Cfa education
Finance And Financial Management Services
Finance
Education record
FAQ
Frequently asked questions about Kate Hart, Cfa
Quick answers generated from the profile data available on this page.
What company does Kate Hart, Cfa work for?
Kate Hart, Cfa works for Jordan Park Group.
What is Kate Hart, Cfa's role at Jordan Park Group?
Kate Hart, Cfa is listed as Vice President, Client Advisory at Jordan Park Group at Jordan Park Group.
What is Kate Hart, Cfa's email address?
AeroLeads has found 1 work email signal at @jordan-park.com for Kate Hart, Cfa at Jordan Park Group.
Where is Kate Hart, Cfa based?
Kate Hart, Cfa is based in New York, United States while working with Jordan Park Group.
What companies has Kate Hart, Cfa worked for?
Kate Hart, Cfa has worked for Jordan Park Group, Brown Brothers Harriman, Michaud Capital Management, Llc, and Wells Fargo Private Bank.
Who are Kate Hart, Cfa's colleagues at Jordan Park Group?
Kate Hart, Cfa's colleagues at Jordan Park Group include Adele F., Laura Barry, Erynn Long, Tom Lacey, and Ken Baba, Cfa.
How can I contact Kate Hart, Cfa?
You can use AeroLeads to view verified contact signals for Kate Hart, Cfa at Jordan Park Group, including work email, phone, and LinkedIn data when available.
What schools did Kate Hart, Cfa attend?
Kate Hart, Cfa holds Finance And Financial Management Services from University Of Colorado Denver.
What skills is Kate Hart, Cfa known for?
Kate Hart, Cfa is listed with skills including Leadership, Management, Portfolio Management, Banking, Marketing, Research, Investments, and Admissions.
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