Kelly Bodnar & Katie Dinihanian
Kelly and Katie are the Platinum Account Managers for our clients who utilize Personal Financial View (PFV), a state of the art tool that aggregates all of their assets on a single website, allowing us to take a holistic approach to planning, managing and monitoring. They work with each client helping them to understand the capabilities and use the various functions to truly manage their wealth. They actively monitor each PFV relationship, keeping our clients informed of important updates as well as new features. Kelly earned her undergraduate degree at Southern Connecticut State University and Katie earned hers from Eastern Connecticut University.