Kat O'Connor

ASSOCIATE, WEALTH SERVICES

Kat O’Connor is an Associate with Morse, Towey, White, & Hoffman at Hightower. She helps to handle the day-to-day investment and client operations for the team, including tasks such as account openings, asset transfers, portfolio performance reporting, transactions, and addressing general client inquiries and requests.

Kat graduated from the University of Southern California’s Marshall School of Business with a bachelor’s degree in business administration, emphasis in finance. She also obtained a minor in risk management from USC’s Leventhal School of Accounting. Prior to joining Hightower, Kat worked as an analyst at a private bank, strengthening her knowledge of client service, portfolio management, and trust & estate planning.

At Hightower, Kat applies both her academic and financial background to her daily responsibilities with the team. She draws upon experience to offer clients dedicated support, helping to navigate different situations and scenarios that may arise. She enjoys creating personal connections with the individuals and families served by the Morse, Towey, White & Hoffman team.

Outside of work, Kat enjoys reading, skiing, and playing tennis. Kat holds her FINRA Series 7 license.