Presenter
Kate Hastings
Tri-State Regional Vice President, Fidelity Family Office Services
Kate Hastings is a vice president responsible for identifying and cultivating relationships with single- and multifamily offices, as well as with ultra-wealthy individuals in the Tri-State region. Prior to joining Fidelity in 2011, Kate was a managing director of private wealth management for JPMorgan Chase & Co., where she was responsible for managing individual, endowment, and foundation relationships, as well as new business development and client retention strategies. She also worked for The Bank of New York Mellon Corporation, where she held various positions, including senior sales director and vice president and senior business development officer for the Private Bank Division.
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