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 Operations Specialist

Client Relationship

Caitlin is a Client Operations Specialist at Shepherd Financial Partners. She works with the firms advisors and client relationship team to onboard new clients and provide them with a superior ongoing relationship.

 

She joined the firm in 2014 as a Client Service Specialist bringing a positive approach and enthusiasm to her role supporting the Shepherd Financial Partners Advisory team. In this role, she employed her administrative and organizational skills to help maintain client and business relationships, facilitate internal communication and coordinate logistics for firm events.

 

Caitlin 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.