Katie joined Coastal Capital Group as a Relationship Manager in 2016. Prior to that, she was with Alliance Bernstein and JP Morgan in New York City. During the eight years Katie spent at these firms, she worked with financial advisors from all over the country to help them create investment solutions for their clients. Through that work, she admired the impact a financial advisor could have on a person’s financial outcomes. As a result, she decided to transition her career to financial planning so that she could help individuals and families build a strong financial foundation to confidently pursue their goals.
Katie graduated from Union College in 2007 with a Bachelor of Arts. She is currently enrolled at Boston University pursuing her Financial Planning Certification. Katie lives in South Boston with her husband, two young children and Australian Shepherd, Henry.
Doug joined Coastal Capital in 2017 as a Relationship Manager to help people build a strong financial foundation in pursuit of their goals and dreams. He began his career working for Putnam Investments, holding various roles consulting with financial advisors on solutions to help their clients. He so enjoyed the work it inspired him to shift his career path and become a financial advisor himself. As a Relationship Manager at Coastal, Doug partners with families and individuals to help them achieve their goals and work toward financial independence.
Doug graduated from Boston College in 2012 with a Bachelor of Arts in Political Science and History. He is currently enrolled at Boston University pursuing his Certified Financial Planning Certification. Doug lives in Danvers with his wife, Kristin, and baby son. He’s grateful to serve the community where he grew up.
Coastal Capital Group’s Relationship Managers will be available by appointment at all twelve North Shore Bank locations. Relationship Managers will also meet with customers at their homes, Coastal Capital Group offices, or another mutually convenient location. For more information or to set up an appointment, contact North Shore Bank at 978-573-1300 or get a head start by filling out the following online form
NOT A DEPOSIT, NOT FDIC INSURED, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY, NOT GUARANTEED BY THE BANK, MAY GO DOWN IN VALUE