Katherine F. Taylor MBA

Vice President, Director of Operations

I always knew I wanted to have a job in the finance world. From a very young age, my idea of “playing” was inventing and running imaginary businesses. My dream came true when, during my sophomore year in college, I opened my first business, an ice cream shop called Stillwater Ice Cream in my hometown of Sterling, Massachusetts. I continued to pursue a career in the business world by obtaining my MBA from the University of Massachusetts Dartmouth.

I joined Barry Investment Advisors as a Client Service Manager in 2014 and have enjoyed being able to help clients make their financial lives a bit easier, whether it’s solving a problem for them or just being a friendly point of contact. I serve as the primary liaison between you and our custodians and can assist with account opening, money movement, and any other account-specific questions or transactions. When not at work, I enjoy visiting family, traveling, and enjoying life on the coast with my husband and our dog. My favorite piece of financial advice I have received? “Live within your means and make saving part of every paycheck automatic.”

Post-Secondary Education

University of Massachusetts Dartmouth / B.S., Business Administration
University of Massachusetts Dartmouth / M.B.A., Business Administration, Organizational Leadership

Recent Business Background

Barry Investment Advisors / 2014 - Present
New York Life / Financial Services Professional, 2012 – 2014
Rockland Trust Co. / Teller, 2010 – 2012