Kathleen Callahan, CTFA

Kathleen Callahan, CTFA
First Vice President & Senior Fiduciary Officer
Services Offered: Relationship Management

Location: Hanover, MA
Phone: 781.982.6777

Kathleen Callahan is a First Vice President and Senior Fiduciary Officer, and has been with Rockland Trust since 2000. Kathleen is responsible for the primary oversight of the account administration and helping clients reach their short- and long-term financial goals through detailed financial planning, wealth management, and estate planning analysis. She also focuses on trust administration, estate planning, and new business development.

Kathleen has worked in the financial services industry since 1989. Prior to joining Rockland Trust in 2000, she was a Vice President and Relationship Manager at Fleet Private Clients Group and Shawmut Bank.  Kathleen received a BS in Accounting cum laude from Saint Joseph College, is a graduate of the New England School of Banking at Williams College and the ABA National Graduate Trust School at Northwestern University. She is a designated Certified Trust and Financial Advisor (CTFA) and a member of the Boston Estate Planning Council.

Kathleen enjoys spending time in Quechee, Vermont hiking, skiing, and golfing. She resides in the South End of Boston with her husband and daughter.