Katy Stangle

Katy Stangle is a Partner at Breed's Hill Capital, a boutique wealth management and investment advisory firm based in Boston, Massachusetts. In her current role, she leads efforts to deliver tailored investment solutions and oversee client relationships, bringing a deep focus on wealth management for private clients, multi-generational families, and foundations. Katy plays a pivotal role in the firm’s strategy, leveraging her expertise to guide asset allocation and personalized financial planning initiatives.

With a background that includes serving as Director of Client Service at Breed's Hill Capital and Senior Client Advisor at Federal Street Advisors, Katy has extensive experience in advising high-net-worth individuals and institutional clients. Her investment advisory work primarily covers multi-asset portfolios, alternative investments, and holistic financial planning, with an emphasis on long-term capital preservation and philanthropic advisory services.

Katy holds degrees from Boston University and Bentley University, underlining her solid grounding in finance and client service disciplines. Throughout her career, she has contributed significantly to enhancing customized portfolio construction, client education, and stewardship of family generational wealth—a testament to her commitment to excellence in investment management and fiduciary standards.