When she isn’t delivering concierge service to our clients, Caitlin is the proud mother to her 5 year old daughter Quinn, and loving wife to her husband, Chase. When time allows, Caitlin enjoys walking the area bike paths, dining in her favorite local eateries and sipping some of the finest coffee the valley has to offer. Please reach out to Caitlin for any of your service needs…or a great coffee recommendation.
Caitlin, a lifelong resident of the Pioneer Valley joined The Wealth Transition Collective in 2018, bringing more than 10 years of banking and financial services experience. Caitlin’s positive attitude, attention to detail and sincere desire to create a dynamic client service experience make her a great fit for the firm and our clients. Primary responsibilities as a relationship manager include managing the day-to-day service needs of our clients, and implementing the firms marketing plan.