Kaitlyn LeBlanc
Kaitlyn serves as a Client Associate, where she helps create a seamless and thoughtful client experience from start to finish. She partners closely with the advisory team to manage service requests, coordinate key processes, and ensure each client interaction is handled with care and precision. Her proactive approach and strong attention to detail help keep day-to-day operations running smoothly behind the scenes.
She earned a Bachelor of Arts in Business Management with a minor in Finance from Emmanuel College in Boston, graduating Cum Laude with distinction in her field. She was also a member of Sigma Beta Delta, the international honor society for students in business, management, and administration. She has obtained her Securities Industry Essentials (SIE) license and continues to build her knowledge in financial services.
Kaitlyn grew up in the Branford area and, outside of work, enjoys reading and staying engaged with her local community.