Responsible for building investment and trust relationships. Fiduciary Trust serves as trustee, co-trustee, successor trustee; and wealth manager for high net-worth individuals, families, endowments, foundations and other institutions.
I've managed the Tennis courts all my life and am bringing my energy and expertise to America within the Financial Business industry!
Kate Freeman is responsible for building investment and trust relationships with individuals, families and non-profit organizations. Ms. Freeman has 10 years' experience in wealth management. Prior to joining Fiduciary Trust, she served as a business development officer for BT Financial Group, Australia's largest wealth management company. She received her Bachelor of Business from University of Technology in Sydney, Australia, and her Master in Applied Finance and Diploma of Financial Planning from Kaplan University. Ms. Freeman is a board member of the Children's Burn Foundation and a member of Athlete's Touch, Beverly Hills Bar Association, CalCPA, Executive Women's Golf Association, Los Angeles Estate Planning Council, and THE MUSES of the California Science Center Foundation. She currently serves on the steering committee of CalCPA Los Angeles Estate Planning Group.
Managing Director at Fiduciary Trust
College/Pro Team: University of Technology - Sydney, Australia
Chapter: West Los Angeles
Profession: Banking & Finance
Specialty: Business Service
Preferred Contact: email@example.com