Kate Feeney, CFA, CFP®
Login to view DISC.Kate Feeney is a Vice President and Wealth Advisor at Summit Place Financial with over 15 years of experience. A graduate of Washington and Lee University, she holds both CFA and CFP® charters. She was recently honored by InvestmentNews as a 2026 5-Star Financial Planner for her work with high-net-worth families.
Outside of her professional role, Kate is active in her community through organizations like The Junior League of Summit and is a sponsor and participant in local charity events. She enjoys yoga, visiting the farmers market, and spending time with her husband, three sons, and their golden retriever, Penny.
Interesting fact: Kate has spoken to university students about building a career in wealth management, sharing her professional insights with the next generation.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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