Kate Stephens

Financial Advisor

Kate Stephens

Kate joined the team in 2018 and holds more than 12 years of experience working closely with clients to solve problems in a range of industries from IT to biotechnology. Based in the Houston office, Kate’s responsibilities consist of business development and supporting the team in providing premier customer care to our clients.

Her education includes a Master’s in Business Administration from EM Lyon, France.

When Kate is not in the office, she enjoys experiencing new cultures, cycling and spending time with her husband, Tim.