Kate Salsman is a Managing Partner and Wealth Advisor at Paragon, overseeing Private Wealth Management at the firm. Passionate about helping others, Kate develops and manages client family relationships. After working to create actionable financial plans, she and her team process research to build the customized portfolios clients need to achieve their goals. Kate also coordinates all of the specialists—such as CPAs and attorneys—required for managing family wealth. Before helping to found Paragon, Kate served as a Financial Advisor and Director of Global Sports and Entertainment at Morgan Stanley for nearly 12 years. Previously, she was at Fifth Third Securities and UBS/Paine Webber. Kate h