Shepherd Financial Partners | Caitlin Gormley
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
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Caitlin Gormley

Gormley

Caitlin Gormley, Client Service Specialist

Client Relationship

Caitlin joined Shepherd Financial Partners in 2014 as a Client Service Specialist.

 

Caitlin brings a positive approach and enthusiasm to her role supporting the Shepherd Financial Partners Advisory team. She employs her administrative and organizational skills to help maintain client and business relationships, facilitate internal communication and coordinate logistics for firm events.

Caitlin joined Shepherd Financial Partners in 2014. She graduated in 2012 from the University of Massachusetts Amherst with a Bachelor of Arts degree. Caitlin resides in Woburn, MA  and enjoys hiking, swimming and reading fiction.