
Insight. Independence. Focus.
Meet the Team
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.
(617) 630-8100
info@capitaladvisors.com
Capital Advisors Group, Inc.
29 Crafts Street
Suite 270
Newton, MA 02458