Broker Check

Kate Kendall

Operations and Compliance


I’m proud of our firm and the relationships we have with our clients. In 2006, I began working for Integrated Financial Partners (*Merged with Coastal Capital Group in 2012) while pursuing my BS in Finance at Salem State University. What started as a job quietly became a career for me. I learned how much I cared about our clients’ outcomes and developed a deep dedication to supporting their success. As a result, I am fanatical about upholding our service commitment and delivering a consistent client experience.

Today, as Director of Operations, I am responsible for the overall service, operations, compliance and execution of strategic priorities of the firm. I am passionate about creating an environment that emphasizes efficiency and results as much as trust and respect. Above all, I love the focus that our entire team has on helping our clients pursue their goals.

I am a hopeless lover of dogs. I would have ten dogs if my husband would agree. For now, I shower my boxer, Kayo, with all of my special attention. The three of us enjoy taking walks and exploring the beautiful coastline of the North Shore.