Team
Team
Katherine Lewis
Associate
Kate is a recent graduate of Boston College, where she earned her Bachelor’s Degree in Economics. She currently serves as an Associate at The Clifford Group, having completed a semester-long Seasonal Associate program with the firm.
Kate has a deep interest in investment management, financial planning, and quantitative analysis. She is passionate about delivering results that drive meaningful client impact.
Kate was raised in Arlington, VA, but being born in Massachusetts, Kate always knew she would make her way back to Boston. Outside of her professional life, Kate can be found in Marshfield, on the beach with her family, or running along the Charles River Esplanade.
Enduring Value, Thoughtfully Built
At The Clifford Group, we believe wealth is a tool – not a destination. We begin by understanding your values, your family’s goals, and the legacy you hope to create. From there, we craft personalized strategies grounded in clear goals-based planning, deep expertise, and unwavering fiduciary responsibility. Together, we’ll navigate life’s transitions, align your financial plan with what truly matters, and build long-term value for you, your family, and the future.