Katherine Horgan has been serving individual and institutional clients in the community for over 30 years. She has extensive experience on both the retail and institutional side of the investment management business.
Katherine began her career in 1986 as an Investment Representative with Advest, Inc. (formerly Moseley Securities Corporation). She then became Vice President and Investment Officer with TD BankNorth, (formerly Cape Cod Bank and Trust Company, NA), serving as senior portfolio manager of the bank's $450 million investment portfolio. Katherine also served as an active member of the Asset Liability Committee and Investment Committee. Later in her career, Katherine was an Investment Officer with Cape Cod Five Trust and Asset Management.
Katherine holds a Bachelor of Arts degree in Political Science and Classical Area Studies from Rhode Island College. She continued her education in Business and Legal studies at Richmond College in London, England.
Katherine resides in Osterville, MA where she enjoys the beautiful beaches of Cape Cod and golfing.