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Kate Ryan Senior Portfolio Manager - Capital Advisors Group

Kate Ryan

Senior Portfolio Manager

Kate Ryan manages and monitors investment portfolios based on clients’ risk tolerances, liquidity needs, and return objectives. She consults with clients on investment strategy, portfolio activity, investment guideline modification, and performance. Kate joined Capital Advisors Group in 2001 and serves on the firm’s Investment Committee.

Kate earned a B.A. in economics (magna cum laude) from Tufts University and an MBA from Babson College.

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