Kate Saltonstall is the Chief Investment Officer at Sandy Cove Advisors and brings many years of investment experience to the firm. Kate works with our clients to ensure their financial goals translate into successful investment strategies. Given our holistic approach to our clients, Kate works very closely with both Toni and Deirdre to ensure the financial and overall estate plans are integrated into a client’s allocation and investment selections. She also heads our Investment Committee which help determine strategic portfolio asset allocation, portfolio construction, manager selection and portfolio risk management.
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