Katie E. Exchange

Current Employers

Employment History

• 09/2018 → 11/2024
  Boston Financial Management Llc
  Portland, ME
• 10/2014 → 09/2018
  F.L.PUtnam Investment Management
  Portland, ME
• 11/2024 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC

Previous Registrations

• 2020-01-21 → 2025-02-27
  Boston Financial Management Llc
  Portland, ME
  Boston, MA

Other Businesses

1) Name: Exchange Custom Homes, LLC; Investment-Related: No Address: Private Residence, Naples, ME; Nature:Home Builder; Position/Title: Assistant; Start: 11/1/2019; Hours/Month: 15; Hours during Market Hours: 0; Duties: Interior design, business planning 2) Name: Airbnb host; Investment-Related: No Address: private residence; Nature: vacation rental property; Position/Title:owner; Start: 7/8/2024 Hours/Month: 10; Hours during Market Hours: 0; Duties: Renting property 3) Name: SEASTARS LLC ; Investment-Related: No; Address: Private residence; Nature: holding company for personal property; Position/Title: owner; Start: 8/30/2022; Hours/Month: 0; Hours during Market Hours: 0; Duties: property owner 4) Name: Black Point Forest, LLC; Address: private residence; Investment-Related: No; Nature: rental income; Position/Title: Owner; Start:01/01/2024; Hours/Month: 10; Hours during Market Hours: 0; Duties: Maintain real estate 5) Name: RiverPlace Condo Association, Address: 1 RiverPlace Drive South Portland Maine 04106, Not Investment Related, Nature: Homeowners Association, Position/Title: Treasurer, Board of Directors, Start: 05/06/2025, Hours/Month: 1, Hours during Market Hours: 1, Duties: Attend annual meetings, keeping records, maintaining budget

Designations

Other Names

• Kathryn Elizabeth Smith
• Kathryn E Exchange