Kathleen M. Sablone is an estate and financial planning financial advisor based in Boston.

CAPTRUST welcomed Kathleen M. Sablone in 2024, when Boston Financial Management (BFM) became CAPTRUST.

Kathy develops integrated estate and financial planning strategies for clients and their families, while working closely with their outside attorneys and other advisors. As co-president of Boston Fiduciary Services, LLC, she also oversees all aspects of trust administration where the LLC serves as professional trustee.

She joined BFM at the time of its merger with Emerson Investment Management. Prior to that, she was a wealth strategist at U.S. Trust Private Wealth Management and the former State Street Global Advisors. Kathleen also practiced in the trusts and estates department of Choate, Hall & Stewart, a large Boston law firm.

Kathy earned her Bachelor of Arts degree in psychology from Harvard University and her Juris Doctor degree from Boston College Law School.

When not at work, she enjoys travel and alpine skiing, and spoiling her rescue beagle, Rusty.