Get to know us.

Kate LaPorta, CFP®

Describe your perfect day?

A perfect day for me starts quietly - sunlight, coffee, and a little space to think before the world wakes up. I love a day that blends structure and spontaneity: a long walk, a great conversation, solving something that’s been bothering me, and ending with good food and the people and family in my life who make me feel grounded.

What do you most like about your job?

Helping people make sense of complexity - and feel more confident, more informed, and more in control - is deeply meaningful to me.

Surprise us, something we don't know about you?

"I enjoy having the ‘The Office’ replay in the background on a continuous loop", "My relative was on the Titanic", "I worked on a farm in Bolivia for two years". Two of the above are true - ask me which ones!

How long have you worked in Financial Services?

15+ years

About

Kate’s approach to financial planning was shaped early in her career, where she learned to design efficient systems and build structure in fast‑paced Wall Street environments. She brought that same discipline to Rockefeller Capital Management, spending 13 years guiding ultra‑high‑net‑worth families through sophisticated trust, estate, and multi‑generational planning. Her path from Custom Reporting Manager to Private Advisor reflects a genuine love for untangling complex financial lives and creating clarity where it matters most. Today, she remains committed to thoughtful planning, clear communication, and human‑centered guidance that empowers clients to make confident decisions. When she’s not working, Kate enjoys family bike rides to the beach, playing tennis, and vacationing in the Adirondacks. She lives with her husband, daughter, and their two doodle pups in a small beach town on the North Shore of Long Island.

Education

B.B.A in Finance from James Madison University, CFP® certification

Expertise

Cash Flow Planning, Equity Compensation, Retirement Planning, Tax strategy, Investments, Multi-generational wealth

Experience

Kate began her career in New York City in operations and trading roles at Jane Street Capital and Lehman Brothers. In 2012, she joined the Rockefeller Global Family Office in a client‑servicing capacity and, in 2018, became a Private Advisor supporting multiple generations of ultra‑high‑net‑worth families in guiding them through complex financial decisions.