Katerina joined NEPWA as an intern in 2018 and became a full-time Associate Wealth Advisor in 2019. She primarily supports senior wealth advisors and works closely on institutional relationships. No two days are the same, and she enjoys the personal and professional growth that comes from taking on new challenges.

Katerina describes her NEPWA teammates as one big family. She values the friendships she’s built both in and out of the office. She believes that having a close-knit team is key to providing personalized, high-quality service to every client, and it helps encourage real-time collaboration across the firm

Katerina grew up in Southborough, MA, and completed her undergraduate degree at Framingham State University. She later completed her Master of Science in Finance, with a concentration in Financial Planning, at Saint Joseph’s University.

Katerina now lives in Reading, MA with her fiancé. Outside of work, she enjoys spending time with family and friends, traveling, and all things related to Boston sports.