Katarzyna, better known as Kat, is a seasoned professional with extensive experience in investment operations and portfolio management. A native of New York City, Kat brings with her years of wealth management experience from Wall Street to the Capital Region. At Tennant Financial, Kat is an integral figure in investment trading, account transfers, client onboarding, and customer service. In addition to client relations, Kat is also responsible for many day-to-day operations and training of junior personnel. With a customer-centered approach to wealth management, Kat’s dedication to clients is unmatched and reflects her work ethic, financial knowledge, and keeps with the high standard of service at Tennant Financial.
When not working, Kat enjoys spending time outdoors on her countryside property with her husband Jakub, and their two daughters, Kamila and Isabel. Kat enjoys traveling to Europe for vacations, most notably Poland where her family is from.