Kate DiMascolo provides personalized investment and wealth management solutions to individuals and businesses. She comes to Cape Cod Financial Services with more than 13 years of investment experience. Kate previously held roles at Merrill Lynch and Wells Fargo. She is a fully qualified Osaic Institutions Inc. Investment Executive.
Kate, who lives in Sandwich, with her partner and their five children, volunteers for New England Donor Services and serves as a donor advocate. In 2015, Kate donated the majority of her liver to her mother due to the overwhelming need for organ donations. Kate also volunteers regularly for Family Table Collaborative, a nonprofit organization devoted to providing meals to Cape Codders.
IMPORTANT: Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Cape Cod Financial Services is a trade name of The Cooperative Bank of Cape Cod. Osaic Institutions and the Bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value.