Katie Exchange is a wealth management financial advisor based in Portland, Maine.

Katie plays a critical role in the delivery of investment and wealth management services to clients. She’s responsible for the day-to-day requirements of managing client investment portfolios and financial plans, and serves as a trusted point of contact for both clients and their accountants and attorneys.

Her specialty is working with high-net-worth individuals and their families, entrepreneurs, business owners, and employees with equity compensation.

She joined Boston Financial Management, which is now CAPTRUST, in 2018 as a client service associate before transitioning to an associate wealth manager and then to vice president.

Her previous experience includes four years as an account officer at F.L. Putnam Investment Management Company, where she provided support to the portfolio managers and worked closely with clients.

Katie graduated summa cum laude from the Maine Business School at the University of Maine, Orono, earning a Bachelor of Science degree in business management, focusing on entrepreneurship. She minored in innovation engineering.

When not at work, Katie spends quality time with her young daughter, Ava; husband, Kyle; and their two labs, June and Jack. She enjoys boating and spending time on Sebago Lake in the summer and skiing in the winter. She also spends time helping Kyle with his custom homebuilding business.