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Professional head-shot Loring Advisory Group Kathy

Kathleen Feldi

Client Service Associate

Kathleen, nicknamed “Kat”, joined Loring Advisory Group in April 2024 as a Client Services Associate. She grew up in Exeter, Rhode Island, and attended school in East Greenwich. Kat earned two bachelor’s degrees from the University of Rhode Island and holds a master’s degree from Iona College. Prior to working in finance, Kat was a middle and high school Spanish teacher for several years.

Although she is a “career changer,” education has always been important to Kat, who strongly believes in the power of knowledge. Recognizing the general lack of opportunities for financial literacy, she feels her new role will empower her to educate people in all walks of life. Additionally, being a Client Service Associate allows her to utilize her organizational skills, greet others with a smile, and hone her passion for providing excellent customer service.

Kat is a team player, who finds joy in creating positive relationships and has an innate ability to form connections with others. She is also an avid traveler, who loves learning about other cultures, being outdoors, and trying new things. When she is not in the office, Kat can be found at the beach, hiking local trails, or spending time with family and friends. She loves being out on the water in the summertime.