Kathleen A. Cassidy

Vice President, Advanced Markets

Kate provides case design support in the areas of estate and business planning. She assists financial representatives in creating sophisticated personalized strategies for individuals, families, and businesses.

Kate is an employee of Barnum Financial Group. Prior to joining Barnum, she was an estate planning, probate and elder law associate with the law firm of Bishop, Jackson & Kelly, LLC in Milford, Connecticut. She assisted with legacy planning and estate administrations as well as public benefits and special needs planning.

Kate has a degree in English and American Literature from New York University. She received her juris doctor degree from Quinnipiac University School of Law where she was the Opinions Editor of their Probate Law Journal. Kate is admitted to the Connecticut Bar and is a member of the Connecticut Bar Association’s Estates and Probate and Elder Law sections.

Licensed but not practicing.

Approval # CRN202302-278300