

Kate Sweeney
With over 35 years of experience, I am proud to be a longstanding member of Morgan Stanley. As an Executive Director, Senior Portfolio Management Director, Financial Advisor and Workplace Advisor – Equity Compensation, I was honored by Forbes as a 'Best-in-State' Wealth Advisor 2018-2025 and 'Top Woman Wealth Advisor' 2018-2025. Our team was recognized as a 'Best-In-State' Wealth Management Team for 2023, 2024, and 2025. I consider myself a lifelong learner and am committed to continuing education. I have earned rigorous designations, including CERTIFIED FINANCIAL PLANNER® and Certified Investment Management Analyst®.
Outside of the office, I am the co-founder of RU-BiGLATA, a local organization providing support for students in the LGBTQ+ community. I was also the captain of the Rutgers women’s basketball and lacrosse teams and continue to maintain an active presence on campus.