Kathryn Shaw Rowe

Employer firm

Baldwin Wealth Partners, LLC CRD 105343

$2.33B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2018 → 05/2020
  Barry Investment Advisors, Llc
  New Bedford, MA
• 06/2011 → 01/2018
  Seaward Management
  Boston, MA
• 08/2020 → Present
  Baldwin Wealth Partners, Llc (F/K/A Baldwin Brothers, Llc)
  Marion, MA

Previous Registrations

• 2018-02-20 → 2020-12-01
  Barry Investment Advisors, Llc
  New Bedford, MA

Designations

• Certified Financial Planner

Other Names

• Kate Rowe
• Kathryn Crowley