About
Katherine Walsh is a Senior Associate at FFT Wealth Management in Boston, MA, where she specializes in client operations and service for high-net-worth individuals and families. In this role, she supports wealth management functions including portfolio oversight, investment implementation, and cross-team coordination to ensure seamless delivery of financial solutions.
Her career background includes tenure as Senior Associate at SCS Financial, where she focused on comprehensive client servicing and account management for ultra-high-net-worth families. Previously, as a Product Associate at Eaton Vance, she collaborated with investment product teams, gaining exposure to asset classes such as equities, fixed income, and private investments. Walsh’s expertise spans multi-asset strategies, with an emphasis on private wealth, family office operations, and tailored portfolio solutions.
Katherine holds a Bachelor of Science in Marketing from Quinnipiac University, complementing her operational and investment acumen within the wealth management sector. Her notable professional journey reflects strong capabilities in client relations, investment implementation, and multi-sector portfolio management for affluent clients in the Boston area.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| FFT Wealth Management | Senior Associate | Oct 2024 to Present | — |
| SCS Financial | Senior Associate | Aug 2021 to Oct 2024 | — |
| Eaton Vance | Product Associate | Mar 2019 to Aug 2021 | — |
| Eaton Vance | Senior Investment Operations Specialist | Nov 2017 to Mar 2019 | — |
| Eaton Vance | Account Administration Specialist | May 2016 to Nov 2017 | — |
| Eaton Vance | Accounts Payable Clerk | Feb 2016 to May 2016 | — |
| ShoeBuy | Accounting Assistant | Jun 2015 to Jan 2016 | Assisted in managing Accounts Payable email - reached out to seek necessary approvals for invoices to move forward in the payment process, responded to any vendor inquiries regarding past or pending p... |
| Broad Institute | Finance Intern | May 2014 to Aug 2014 | Work with and created various financial statements, such as income statements and trial balances, using Microsoft Excel, completed several large filing projects with essential documents based on Fisca... |
| MIT Medical | Administrative Assistant | Jun 2013 to Aug 2013 | Temp position at the Community Wellness section of MIT Medical. Organized and put together products and kits that are essential to those who benefit from them (such as students and employees of MIT) t... |
| Pinkberry Ventures, Inc | Team Member | Jan 2011 to Aug 2013 | Team member at Pinkberry in Hingham, Massachusetts. Customer service experience. Worked with cash and credit functions at the register and learned about how certain financial systems worked in the com... |
| Irrigation Repair Company | Office Assistant | Jun 2010 to Aug 2010 | Worked for the summer with the office administrator. Gained beginning experience in customer service by taking calls. Communicated with managers and passed along important customer information. Filed ... |
Education
Quinnipiac University
Bachelor of Science (BS), Marketing
2011 — 2015
Hingham High School
2007 — 2011
Skills & Expertise
Others at LGL Partners, LLC (1)
| Name | Role | Location |
|---|---|---|
 | Chief Investment Officer | West Palm Beach, FL , United States |