Kate Duffy
SVP, Sr. Financial Advisor, Certified Financial Behavior Specialist®, Psychology of Financial Planning Specialist™, Speaker
- Role
- Senior Vice President at Bryn Mawr Trust
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Kate Duffy
For the better part of my career, I’ve worked with affluent individuals and families to…
Experience
Senior Vice President
May 2025 — Present
Education
La Salle University
Bachelor of Science, Finance
Creighton University's Heider College of Business
Masters in Financial Planning and Financial Psychology
Creighton University's Heider College of Business
Graduate Certificate in Financial Psychology and Behavioral Finance
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