Kaitlyn joined HB Wealth in March 2019 and serves as a Senior Operations Associate, Fund Administration. Kaitlyn is involved in relationship management, acting as a liaison between investment managers and HB Wealth’s client service teams. She also works on fund accounting and administration for HB Wealth’s internal funds of funds. Prior to HB Wealth, she worked at the State Board of Administration for five years as an Accountant. She graduated from Flagler College in 2014 with a bachelor’s degree in Accounting.
Kaitlyn lives in Woodstock with her husband Greg and their son William. In her spare time, she enjoys traveling, spending time with family, and watching University of Florida football.