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Katherine Sotiroff

Client Service Specialist

Kate is passionate about building connections with clients and being a part of their journey as they reach their long-term financial goals. Kate began her career in finance in 2020 with Fidelity Investments before moving on to work at Robinhood. She launched her wealth management career in 2022 as a client service specialist in the Boulder office here at Mercer Advisors. She graduated from the University of Colorado Boulder with a Bachelor of Arts in Political Science. Kate is a Colorado native who in her free time enjoys riding her horse, hiking with her dog, and spending time with her friends and family.


2595 Canyon Boulevard
Suite 320
Boulder, Colorado 80302

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