Mary Kate joined the team at Vivaldi Capital Management in 2025. She serves as a Client Service Associate, supporting advisors and their clients, helping them to achieve their financial goals. Prior to Vivaldi, Mary Kate worked as an associate at Bernstein Private Wealth, where she gained years of experience serving high net worth clients. She graduated from Thomas Aquinas College in 2018 with a degree in the Liberal Arts. Outside of the office, she enjoys reading classic novels and rowing with her crew team.