Heritage Wealth Management Director of Operations

Katherine Hornbeck

Kate serves as the Director of Operations at Heritage. She is responsible for all aspects of client services, for all new, existing, and prospective clients.


Prior to joining the Heritage team in 2016, Kate served as a Trust Department Investment Management Specialist and Private Client Services Associate for 12 years, servicing high net worth individuals and entities for TD Wealth Private Client Group in Massachusetts.


Kate attended the University of Massachusetts and received her AA in Business Administration from Berkshire Community College.

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