Kate Walsh

Client Relationship & Portfolio Reconciliation Specialist

Kate Walsh

As Client Relationship Specialist, Kate is responsible for helping our clients with their day-to-day financial needs.  Acting as the liaison between clients, custodians and financial advisors, she ensures that our clients receive exceptional, timely service, tailored to each client’s unique situation.

She also serves as our Portfolio Reconciliation Specialist, where she is responsible for setting up, monitoring and ensuring accuracy and timely reconciliation between the custodian sites and JFS’s systems. Furthermore, she is a licensed Notary Public for the State of Pennsylvania.

Kate brings with her 17 years of previous work experience on the Institutional side of Vanguard as a Project Administrator. She graduated from Pennsylvania State University, where she earned a Bachelor of Science degree in Business Management.

Extremely active in the community, Kate serves as the Accreditations Coordinator and the Personal Management Merit Badge Counselor for her local Boy Scouts Troop.

She lives with her husband and two sons in Hatboro, PA and enjoys reading, swimming and traveling in her time away from work.