Kate Scalia has more than 25 years of experience in the retirement plan industry – a career she chose because she is passionate about helping organizations build impactful retirement plan benefit programs that ultimately empower individuals to work toward their retirement savings goals. In her role as Director of Relationship Management & Client Services at 1834 Investment Advisors, Kate leads the strategic direction and execution of relationship management, client services, and ongoing service delivery for the retirement business.
Prior to joining 1834 Investment Advisors, Kate led the Retirement Plan Services team at Bremer Bank. Her career started with Wells Fargo Institutional Retirement & Trust where she spent 25 years in a variety of leadership roles including operations, account administration and relationship management.
Kate is known for her:
- Leadership – Kate leads by example to create a culture of accountability and empowerment by setting a high bar for responsiveness, integrity, and results.
- Continuous improvement– She seeks new ways to evolve, innovate, and elevate results.
- Team engagement – Through inclusion and collaboration, Kate builds trust and culture amongst her team that cultivates the potential of all team members.
Kate earned a bachelor’s degree in finance and economics from the University of St. Thomas. She also earned her MBA from the University of St. Thomas Graduate School of Business.
Outside of the office, she enjoys spending time with family and friends, reading, hiking and cooking. Every week during the football season, you can find Kate cheering on the Minnesota Vikings.