Kate Doherty

Kate Doherty, CFA®
Vice President Financial Consultant Truist Investment Services, Inc.

4777 Sharon Rd

2nd Floor,

Charlotte, NC 28210-0101

About me

Background

Katherine "Kate" Doherty is a Financial Consultant with Truist Investment Services, Inc. Kate joined SunTrust, now Truist, in 2018 and has over 14 years of experience in investment management. Prior to joining Truist, she worked in the Wealth Management division of Wells Fargo as a Portfolio Management Specialist and as and Equity Research Analyst on the Large Cap Value Team. Subsequent to that she was an Analyst in the Investment Research and Due Diligence group. Kate holds the professional designation of Chartered Financial Analyst® (CFA®) and is a member of the CFA® Institute and CFA® North Carolina Society.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

Double Major: Management & Society and Psychology
2007

Personal Interests

Kate is a native of Gastonia, NC and is a graduate of the University of North Carolina at Chapel Hill. In her spare time, Kate enjoys being outside, watching sports and spending time with her friends and family.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

To
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