Katie Brennan Kane
Operations & Client Services
Investment Committee Member
After living in New York City for over a decade, Katie Brennan Kane relocated to Cape Cod looking for a career where she could have a direct impact on the lives of those she served. Katie joined Beacon in August of 2014 and quickly proved herself to be invaluable by creating many of the firm’s policies & procedures. Katie helped manage all the moving parts it took to grow Beacon to where it is today with a strong focus on delivering a “client first” approach. Katie was promoted to Operations Manager in 2017 where she oversaw the firm’s performance reporting, trading, billing, and new client onboarding. Katie passed the series 65 exam in May of 2019 and subsequently joined the Investment Committee. It was studying for this exam that helped Katie realize her interest and passion for the investment side of how Beacon manages a client’s financial plan. Katie completed Yale University's Investment Management Theory & Practice program and is studying to obtain her Certified Investment Management Analyst® (CIMA®) certification. Today, Katie serves as Vice President of Operations & Client Services and most recently was made Partner.
“It’s been an absolute gift to get to work in this capacity on Cape Cod, to create strong relationships with our clients and support them in reaching their financial goals.”
Katie volunteers weekly at the Animal Rescue League in Brewster and in 2023 completed the Boston Marathon in support of animals in need. She is also an alumnus of the Community Leadership Institute. Katie and her husband Dan reside in Harwich with their dogs Bogey & Ryder.