Kate Caswell joined Seascape Capital Management in 2005 as Investment Systems Manager. Her primary responsibility is the maintenance of client relationship and investment management systems used by Seascape on a daily basis. Kate also interacts with both custodians and clients to ensure the integrity of incoming data as well as customer satisfaction. She is key to maintaining the tools that allow the principals of the firm to focus on doing the best job they can for Seascape’s clients. Kate joined Seascape from Citizens Bank, where she spent seven years progressing through a variety of operational positions. Her responsibilities included daily account reconciliation, training staff, performing account in-line transfers, and a multitude of independent projects.
Kate is a devoted reader and, since joining the firm, has developed quite a talent for graphics software, database management, and web design.