Kate Feeney, CFA, CFP®
Editor · DISC type CSKate 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.
Read the full overview →How Kate shows up
The only way to convince them is by showing them examples and ample proof. They are quite aware of their needs and limitations, so they are unlikely to over-promise. They are heavily focused on quality and prefer doing things the right way, even if it takes time.
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DISC profile (public)
Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
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