Kathleen Antonello Trachy
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Kathleen Antonello Trachy Email & Phone Number

Lead Client Advisor at Fortis Management Group
Location: Boston, Massachusetts, United States 9 work roles 2 schools
1 work email found @fortismgmt.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email k****@fortismgmt.com
LinkedIn Profile matched
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Current company
Fortis Management Group
Role
Lead Client Advisor
Location
Boston, Massachusetts, United States
Company size
32 employees

Who is Kathleen Antonello Trachy? Overview

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Quick answer

Kathleen Antonello Trachy is listed as Lead Client Advisor at Fortis Management Group, a with 32 employees, based in Boston, Massachusetts, United States. AeroLeads shows a work email signal at fortismgmt.com and a matched LinkedIn profile for Kathleen Antonello Trachy.

Kathleen Antonello Trachy previously worked as Director and Family Office Advisor at Daintree Advisors Llc and Family Office Client Service at Wells Fargo Family Wealth. Kathleen Antonello Trachy holds Mba, Finance from Babson College.

Company email context

Email format at Fortis Management Group

This section adds company-level context without repeating Kathleen Antonello Trachy's masked contact details.

{first_initial}{last}@fortismgmt.com
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AeroLeads found 1 current-domain work email signal for Kathleen Antonello Trachy. Compare company email patterns before reaching out.

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Profile bio

About Kathleen Antonello Trachy

Kathleen Antonello Trachy is a Lead Client Advisor at Fortis Management Group.

Current workplace

Kathleen Antonello Trachy's current company

Company context helps verify the profile and gives searchers a useful next step.

Fortis Management Group
Fortis Management Group
Lead Client Advisor
waltham, massachusetts, united states
Website
fortismgmt.com
Employees
32
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Company profile
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9 roles · 48 years

Kathleen Antonello Trachy work experience

A career timeline built from the work history available for this profile.

Family Office Client Service

Wells Fargo Family Wealth

Boston Ma

2008 - 2011 ~3 yrs

Family Office Client Service

Fortis Management Group

Wellesley Ma

2005 - Jan 2008

Family Office Services

Veritas Advisors
2001 - 2005 ~4 yrs

Vice President - Director Of Product Management

Sterling Bank

Waltham Ma

1991 - 1994 ~3 yrs

Vice President - Corporate Cash Management

Continental Illinois National Bank

Chicago Il And Boston Ma

1985 - 1990 ~5 yrs

Operations Manger / Corporate Cash Management Marketing

Shawmut Bank

Boston Ma

1981 - 1985 ~4 yrs
Team & coworkers

Colleagues at Fortis Management Group

Other employees you can reach at fortismgmt.com. View company contacts for 32 employees →

NB Nicole Bailey Nicole Bailey Colleague at Fortis Management GroupWolfeboro, New Hampshire, United States View → KZ Kara Zabatta, Cfp® Kara Zabatta, Cfp® Colleague at Fortis Management GroupWinter Springs, Florida, United States View → YL Yurisleidys Lopez Yurisleidys Lopez Colleague at Fortis Management GroupCharlotte, North Carolina, United States View → AW Andrew Walmsley Andrew Walmsley Colleague at Fortis Management GroupGreater Boston, United States View → DK David Kusmin, Cfp® David Kusmin, Cfp® Colleague at Fortis Management GroupDedham, Massachusetts, United States View → CF Chris Farrell, Cpa Chris Farrell, Cpa Colleague at Fortis Management GroupBoston, Massachusetts, United States View → MC Matthew Clark Matthew Clark Colleague at Fortis Management GroupGreater Boston, United States View → JG Jay Goldfarb Jay Goldfarb Colleague at Fortis Management GroupWaltham, Massachusetts, United States View → CM Colleen Mccoy-Mckinney Colleen Mccoy-Mckinney Colleague at Fortis Management GroupMilwaukee, Wisconsin, United States View →
2 education records

Kathleen Antonello Trachy education

FAQ

Frequently asked questions about Kathleen Antonello Trachy

Quick answers generated from the profile data available on this page.

What company does Kathleen Antonello Trachy work for?

Kathleen Antonello Trachy works for Fortis Management Group.

What is Kathleen Antonello Trachy's role at Fortis Management Group?

Kathleen Antonello Trachy is listed as Lead Client Advisor at Fortis Management Group.

What is Kathleen Antonello Trachy's email address?

AeroLeads has found 1 work email signal at @fortismgmt.com for Kathleen Antonello Trachy at Fortis Management Group.

Where is Kathleen Antonello Trachy based?

Kathleen Antonello Trachy is based in Boston, Massachusetts, United States while working with Fortis Management Group.

What companies has Kathleen Antonello Trachy worked for?

Kathleen Antonello Trachy has worked for Fortis Management Group, Daintree Advisors Llc, Wells Fargo Family Wealth, Veritas Advisors, and Sterling Bank.

Who are Kathleen Antonello Trachy's colleagues at Fortis Management Group?

Kathleen Antonello Trachy's colleagues at Fortis Management Group include Nicole Bailey, Kara Zabatta, Cfp®, Yurisleidys Lopez, Andrew Walmsley, and David Kusmin, Cfp®.

How can I contact Kathleen Antonello Trachy?

You can use AeroLeads to view verified contact signals for Kathleen Antonello Trachy at Fortis Management Group, including work email, phone, and LinkedIn data when available.

What schools did Kathleen Antonello Trachy attend?

Kathleen Antonello Trachy holds Mba, Finance from Babson College.

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