Senior Client Service Analyst
Kathleen Proft is a Senior Client Service Analyst at Lake Street Advisors. She is responsible for leading and managing the client service operations team by supporting the operational needs of the internal client advisory teams; this includes the implementation of client decisions by completing custodial paperwork, monitoring and triaging custodial alerts, daily and monthly data retrieval, and gathering, logging, and/or inputting various data sets.
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.
