Assistant Office Manager
Kate started her business career in an administrative role within the banking industry. For over 5 years, she worked for both Commerce Bank and Bucks County Bank where she gained additional experience in the areas of customer service and marketing. After her time within the regional bank sector, she transitioned her administrative & operational skills to a large family-owned business, Lanza Landscaping Inc., where she applied herself in a managerial role involving supplies/inventory and accounting/collections. Kate was an integral part of supporting the operations of this business for over 11 years before it was sold to its current owner. She then entered the hotel/restaurant industry where for the past 5 years she has continued in a managerial role for another family-owned business, Giuseppe’s Pizza at Skippack. Upon the recent sale of this restaurant, Kate decided to circle back into the financial services industry by joining Ellis Investment Partners, LLC where she will be providing valuable support in all areas of the firm including client services, human resources, accounting/banking and compliance. Kate will certainly be a great asset to EIP LLC as the firm continues grow in the future.
Kate enjoys taking trips with her husband and two children to unwind from her relentless focus on firm level responsibilities and commitment to clients.