Member Spotlight: Kate Feeney

Contact: kate.feeney@summitplacefinancial.com

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I’m originally from Baltimore and went to college in Virginia, where I met my husband, who grew up here in Summit. After several years in NYC and Hoboken, we decided Summit was where we wanted to raise our family. We made the move and haven’t looked back—I love it so much, I now work here too!

I’ve spent over 13 years in the investment and wealth management world and joined Summit Place because it reflects what matters most to me: building meaningful relationships and helping people reach their financial goals. Outside of work, I’m usually out and about in town with my husband, our three boys, and our golden retriever, Penny—walking the hills, at the farmer’s market, or chasing the kids around the playground.

Summit Place is proudly female-founded and led, which is why we feel so connected to the strong, inspiring women at the Co-Co. We help women and their families grow their wealth with intention through holistic planning and personalized wealth management.

We work primarily with clients with $5M–$25M, offering the expertise and attention that level of complexity deserves. Our approach goes beyond the numbers—we take time to understand your goals and values to create a financial plan that supports both your life today and the future you're building. Whether you're growing a business, navigating change, or planning for retirement, we’re here as a trusted partner every step of the way.

On days when our team is remote, I work out of The Co-Co and have found it to be the perfect blend of productivity and community. It’s a space where I can really focus, but also connect with other inspiring women—something that’s been incredibly energizing both personally and professionally.