Katie Dorminey, MSF

Katie serves as a Client Portfolio Manager within the Investment Office, partnering with Financial Advisors to design and manage customized investment portfolios aligned with each client’s long-term goals. 

With close to a decade of experience in the investment industry, Katie specializes in portfolio construction, risk management, and thoughtful asset allocation. She joined the team from MassMutual Trust, where she served as a Trust Officer, and previously worked as an Associate Portfolio Manager at Northern Trust supporting ultra-high-net-worth families. 

Katie holds both a Master’s Degree in Finance and a Bachelor’s Degree in Finance from Florida State University. Her depth of experience and disciplined approach help ensure that Aura Legacy clients receive investment oversight that is intentional, steady, and aligned with the bigger picture of their financial lives.