Team Member
Kate Lyons
Kate is a firm believer that every strong and independent lady (that's you!) can be the master of her own financial life. She currently serves as an advisory board member at Holberg Financial, a financial-education-technology (fin-ed-tech) company designed by and for millennials and young professionals. In her day job, Kate works in investment banking at Pacific Crest Securities searching for the next big thing in tech. She started her post-MBA career at Capital Good Fund, a micro-lender and financial education non-profit based in Providence, RI, and in that time Kate helped build a personal finance curriculum that has been delivered to over 900 clients.
