Chief Investment Officer
Current
Sep 2019 - Present
AeroLeads people directory · profile
Kate Saltonstall, Cfa Email & Phone Number
Chief Investment Officer, Sandy Cove Advisors, Hingham, Financial Advisor, Personal Finance, Investment Advise, Retirement Solutions, Holistic Financial Planning, Personal CFO, Divorce Planning, Financial Education
at
Sandy Cove Advisors, LLC
1 work email found
@sandycoveadvisors.com
3 phones found area 617
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Investment Officer, Sandy Cove Advisors, Hingham, Financial Advisor, Personal Finance, Investment Advise, Retirement Solutions, Holistic Financial Planning, Personal CFO, Divorce Planning, Financial Education
Location
Hingham, Massachusetts, United States
Company size
Who is Kate Saltonstall, Cfa? Overview
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Quick answer
Kate Saltonstall, Cfa is listed as Chief Investment Officer, Sandy Cove Advisors, Hingham, Financial Advisor, Personal Finance, Investment Advise, Retirement Solutions, Holistic Financial Planning, Personal CFO, Divorce Planning, Financial Education at Sandy Cove Advisors, LLC, a with 9 employees, based in Hingham, Massachusetts, United States. AeroLeads shows a work email signal at sandycoveadvisors.com, phone signal with area code 617, and a matched LinkedIn profile for Kate Saltonstall, Cfa.
Kate Saltonstall, Cfa previously worked as Chief Investment Officer at Sandy Cove Advisors, Llc and Portfolio Manager at Brown Advisory. Kate Saltonstall, Cfa holds M.B.A., Finance from Tulane University - A.B. Freeman School Of Business.
Company email context
Email format at Sandy Cove Advisors, LLC
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*@sandycoveadvisors.com
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AeroLeads found 1 current-domain work email signal for Kate Saltonstall, Cfa. Compare company email patterns before reaching out.
Profile bio
About Kate Saltonstall, Cfa
I have a passion for empowering clients with investment and market knowledge and demystifying financial investments. My goal is to create a great experience for our clients on all levels of investing, asset allocation, planning, budgeting, and generational wealth transfer.
Listed skills include Equities, Portfolio Management, Equity Research, Investments, and 16 others.
Current workplace
Kate Saltonstall, Cfa's current company
Company context helps verify the profile and gives searchers a useful next step.
Sandy Cove Advisors, Llc
7 roles
Kate Saltonstall, Cfa work experience
A career timeline built from the work history available for this profile.
Portfolio Manager
Apr 2018 - Jul 2019
Chief Investment Officer, Board Of Advisors, Investment Committee Member
Investment Committee Member (2012-present) Member of team that determines asset allocations and tactical investment moves based on our market and economic outlook.CIO & Board of Advisors (2012-2014) Responsible for establishing the investment policies and strategies for our clients. Duties included: holistic assessment of client's net worth, appropriate target for asset allocation, portfolio creation, monitor, re-balance and tactical shifts for clients, selection of investment vehicles including mutual funds, bonds, SMAs, and ETFs, and client communication including quarterly and annual reviews.
May 2012 - Apr 2018
Managing Director - Portfolio Manager
• Healthcare Analyst - Small & Mid Cap Value ($100m - $15b mkt cap range). • Small Cap Portfolio Manager – Value and Core styles ($100m - $2b mkt cap range).Made key buy/sell investment decisions in portfolios with assets over $6 billion.Participated in client, consultant, and board meetings detailing investment process and performance.Deep skills in risk management leading to positive risk/reward investment positioning.Applied research process grounded in valuation, business fundamentals, and catalyst for change.Utilized research including financial modeling, management meetings, comparative analysis, and industry experts to make 12-18 month investment recommendations.Managed team of five equity analysts with emphasis on high quality research, positive alpha creation, independent thinking, and accountability.
Dec 2001 - Mar 2011
Vice President - Equity Analyst
Independence Investments
• Large Cap consumer products analyst.• Small Cap generalist with specialties in healthcare, technology, and basic materials.
Sep 2000 - Dec 2001
Principal - Equity Analyst
• Healthcare analyst on small, mid, and large cap value portfolios.• Basic Materials analyst on all portfolios.• Strong stock attribution in small/mid cap value funds. • Promoted to partner in 18 months.Made impactful, negative multi-year investment recommendation on large cap pharmaceutical sector in 1998.
Feb 1997 - Sep 2000
Analyst
Equity Research Associate - Basic Materials Extensive Excel modeling of 23 public chemical companiesPromoted to Equity Analyst - 1996
Nov 1994 - Jan 1997
Team & coworkers
Colleagues at Sandy Cove Advisors, LLC
Other employees you can reach at sandycoveadvisors.com. View company contacts for 9 employees →
SD
Suellen Durkin, Cfp®️ Cdfa®️
Colleague at Sandy Cove Advisors, LlcGreater Boston, United States
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PM
Patti Murray
Colleague at Sandy Cove Advisors, LlcHingham, Massachusetts, United States
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DP
Deirdre Prescott
Colleague at Sandy Cove Advisors, LlcCohasset, Massachusetts, United States
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AR
Aidan Ryan
Colleague at Sandy Cove Advisors, LlcGreater Boston, United States
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Suellen Durkin, Cfp®️ Cdfa®️
Colleague at Sandy Cove Advisors, LlcGreater Boston, United States
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PM
Patti Murray
Colleague at Sandy Cove Advisors, LlcHingham, Massachusetts, United States
View →
DP
Deirdre Prescott
Colleague at Sandy Cove Advisors, LlcCohasset, Massachusetts, United States
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AR
Aidan Ryan
Colleague at Sandy Cove Advisors, LlcGreater Boston, United States
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5 education records
Kate Saltonstall, Cfa education
M.B.A., Finance
B.A., Int'L Relations, Minor Economics
Education record
Chartered Financial Analyst
Cfa Institute
Master Of Business Administration - Mba, Finance And Financial Management Services
FAQ
Frequently asked questions about Kate Saltonstall, Cfa
Quick answers generated from the profile data available on this page.
What company does Kate Saltonstall, Cfa work for?
Kate Saltonstall, Cfa works for Sandy Cove Advisors, LLC.
What is Kate Saltonstall, Cfa's role at Sandy Cove Advisors, LLC?
Kate Saltonstall, Cfa is listed as Chief Investment Officer, Sandy Cove Advisors, Hingham, Financial Advisor, Personal Finance, Investment Advise, Retirement Solutions, Holistic Financial Planning, Personal CFO, Divorce Planning, Financial Education at Sandy Cove Advisors, LLC.
What is Kate Saltonstall, Cfa's email address?
AeroLeads has found 1 work email signal at @sandycoveadvisors.com for Kate Saltonstall, Cfa at Sandy Cove Advisors, LLC.
What is Kate Saltonstall, Cfa's phone number?
AeroLeads has found 3 phone signal(s) with area code 617 for Kate Saltonstall, Cfa at Sandy Cove Advisors, LLC.
Where is Kate Saltonstall, Cfa based?
Kate Saltonstall, Cfa is based in Hingham, Massachusetts, United States while working with Sandy Cove Advisors, LLC.
What companies has Kate Saltonstall, Cfa worked for?
Kate Saltonstall, Cfa has worked for Sandy Cove Advisors, Llc, Brown Advisory, Blackrock, Independence Investments, and Boston Partners Global Investors, Inc..
Who are Kate Saltonstall, Cfa's colleagues at Sandy Cove Advisors, LLC?
Kate Saltonstall, Cfa's colleagues at Sandy Cove Advisors, LLC include Suellen Durkin, Cfp®️ Cdfa®️, Patti Murray, Deirdre Prescott, and Aidan Ryan.
How can I contact Kate Saltonstall, Cfa?
You can use AeroLeads to view verified contact signals for Kate Saltonstall, Cfa at Sandy Cove Advisors, LLC, including work email, phone, and LinkedIn data when available.
What schools did Kate Saltonstall, Cfa attend?
Kate Saltonstall, Cfa holds M.B.A., Finance from Tulane University - A.B. Freeman School Of Business.
What skills is Kate Saltonstall, Cfa known for?
Kate Saltonstall, Cfa is listed with skills including Equities, Portfolio Management, Equity Research, Investments, Valuation, Asset Allocation, Bloomberg, and Equity Valuation.
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