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Kate Pitts Thumbnail

Kate Pitts

Kate Pitts

associate vice president, Client Experience & Relationships

Email: kpitts@whzwealth.com

Kate Pitts joined Weiss, Hale & Zahansky Strategic Wealth Advisors in March 2021. She oversees our mission to deliver the best wealth management experience for every client, every time. She is also responsible for building relationships in the broader community to further our commitment to helping others to Live Well. Kate began at WHZ in the role of director, client experience and relationships, and was promoted to her current role as associate vice president after two years of strong performance in delivering an exceptional experience for our clients and building meaningful relationships in the community that help others to Live Well.

Kate brings over 10 years of experience in the financial services industry, starting her career at State Street Global Advisors in Boston, MA. At State Street, she was primarily focused on helping large, institutional clients engage their employees with their retirement plans through education and financial wellness programs.

Kate grew up in Pomfret, CT and graduated from Woodstock Academy in 2004. She went to Quinnipiac University and graduated with a bachelor’s degree in Marketing in 2008. She enjoys spending time with her husband, two girls and dog, going for family walks, golfing, snowboarding, and traveling.