Caitlin Gormley

Caitlin Gormley is a Client Operations Specialist partnering with the Client Relationship team to provide seamless service for our clients.  She is responsible for on-boarding new clients by preparing and processing all of the documentation needed to assure a smooth introduction and transition to Shepherd.

Caitlin joined Shepherd Financial Partners in 2014 as a Client Service Specialist. She used her administrative and organizational skills to help maintain client and business relationships and to assist with the day to day operations of the firm.

Caitlin graduated in 2012 from the University of Massachusetts Amherst with a Bachelor of Arts degree. Prior to joining the firm, she held positions with non-profit, legal, and media organizations.