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POMFRET CENTER — Weiss, Hale & Zahansky Strategic Wealth Advisors (WHZ) welcomed Kate Pitts to the team as director of client experience and relationships.
Pitts, who holds a bachelor’s in marketing from Quinnipiac University School of Business, brings over a decade of experience in the financial industry to WHZ, having spent the last 10 years in various roles at State Street Global Advisors in Boston. She has served as an Investment Strategist and most recently as vice president, head of Participant Engagement in their Retirement business.
She will oversee fulfillment of the firm’s mission to deliver the best wealth management experience for every client, every time.
“We’re thrilled to have Kate as part of our team. She grew up in northeast Connecticut and will be moving back here to help ensure that we deliver an exceptional experience for our clients and build meaningful relationships in the broader community,” said Managing Partner James Zahansky, AWMA®.
“It’s exciting to be part of a team that helps people achieve their financial goals through thoughtful planning and investing. I’m intrinsically motivated by helping people with their financial lives and I’m looking forward to being a part of that journey at WHZ,” Pitts said.
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