Kate Welch
Wealth Strategist

Kate Welch is a Wealth Strategist, Senior Associate at Merritt Point Wealth Advisors, where she focuses on investment planning, scenario modeling and portfolio allocation. She takes a personalized yet disciplined approach to financial strategy, carefully analyzing each client’s unique financial profile, uncovering their goals, and offering solutions.

Kate initially joined Merritt Point as a Senior Associate, where she honed her expertise in client servicing, operational execution, and investment plan implementation. Prior to that, she spent over a decade in the Consulting Group at Oppenheimer & Co., where she played a key role in managing the firm’s separate accounts programs. Her work spanned operations, marketing, training, compliance, and client servicing, giving her a well-rounded perspective on wealth management.

Kate holds an M.A. in Industrial/Organizational Psychology from New York University, a background that has reinforced her belief that trust and high-quality service are the foundation of strong client relationships—a principle she prioritizes in every aspect of her work.

Outside of office, Kate is a passionate music enthusiast who enjoys attending concerts, discovering new artists, and playing the piano. She lives in Westchester, NY, with her husband and their zany rescue dog, Liv.