Client Service Analyst
Kathleen Proft is a Client Service Analyst at Lake Street Advisors, responsible for the day-to-day execution of client-related activities including asset movements, client reporting, and documentation processing.
Prior to joining Lake Street Advisors in 2018, Kathleen was a Portfolio Administrator at Hardman Johnston Global Advisors in Stamford, CT.
Originally from Southern Vermont, Kathleen graduated from the University of New Hampshire with a degree in economics. Her interests include real estate, travel, and golf. She lives in the Seacoast Region of New Hampshire with her husband, Silas, and daughter, Palmer.