Meet The Team - Bridget Katz

from ria to tamp

Bridget specializes in serving large Registered Investment Advisers (RIAs) and their high-net-worth clients, bringing a wealth of expertise in delivering seamless onboarding and client experience solutions.

Bridget's background includes leading the onboarding advisor experience for a TAMP, where she demonstrated her ability to streamline processes and enhance efficiency for both clients and advisors. Her passion lies in providing end-to-end onboarding solutions. She has successfully managed onboarding initiatives for multiple RIAs, supporting hundreds of users with a focus on system access, compliance, and comprehensive training.

Joining True West

Bridget joined True West because of our shared commitment to excellence and client-centric approach. She values the opportunity to work in a dynamic and supportive environment where she can make a meaningful impact. At True West, Bridget is dedicated to helping clients achieve their compliance goals and drive their business forward.

Future Plans

Looking ahead, Bridget is excited to continue her work with True West, bringing her expertise to more clients and helping them navigate the challenges of the financial industry. She looks forward to contributing to the growth and success of True West and our clients while providing top niche service.

Join us next week as we introduce another dynamic member of the True West team!