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Kathy Wallace, CFP®, CTFA

Kathy Wallace, CFP®, CTFA

Principal,
Financial Advisor

  • Billerica, MA
  • The Princess Bride
  • Warren Buffett, Helen Mirren, and my mother
  • Family is everything.
  • Sincerity, dependability, and kindness

Financial Advisors

Kathy Wallace is a wealth management financial advisor based in Boston, MA.

CAPTRUST welcomed Kathy in 2021, and she brings with her more than 30 years of experience in the financial services industry. Kathy serves clients through management of beneficiary distributions, quarterly reporting, and preparation of fiduciary income tax returns.

Kathy joined CAPTRUST from RINET—a fee-only wealth management firm—where she was a shareholder, served as a managing director, and led the firm’s family office services group. Prior to joining RINET, Kathy held various trust taxation and leadership roles at BankBoston, Boston Safe Deposit & Trust Company, and State Street Bank. She earned a Bachelor of Science degree in management science from Bridgewater State College and a Master of Science degree in taxation from Bentley College.

In her free time, Kathy enjoys travel, photography, reading, spending time with her large extended family, and playing with her dog.

Education

  • Bachelor of Science degree with concentrations in accounting and finance from Bridgewater State College
  • Master of Science degree in taxation from Bentley College

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Trust and Financial Advisor (CTFA)

Memberships

  • Former board member, Big Sister Association of Greater Boston
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