Catherine (Katie) P. Malgeri
Catherine (“Katie”) Malgeri serves as Operations Administrator for Ropes Wealth. In her role, she is responsible for providing operational support and administration to individuals, families, and institutions as part of our dedicated team in delivering wealth management and client services. In this role, Katie facilitates the onboarding and transition of client relationships by opening and closing accounts, establishing and revising as necessary client profiles across a variety of systems, and processing all manner of client account transactions.
Katie joined Ropes & Gray LLP in 1971 and is a firm veteran with 44 years of dedicated service. When Katie joined Ropes & Gray LLP she played an integral role in the firm’s first Data Center, where she was involved with platform migrations and process enhancements to reduce paper consumption, create efficiencies, and advance technology. Katie’s tenure with the Private Client Department of Ropes included experiences managing a team of associates, providing third party trust and client administration to RIAs, and earning a reputation as a loyal and dependable colleague ready for any task or project.
While she enjoys retreats to southern Florida, Katie resides in Methuen where she is very involved in her local church, St. Monica’s. Katie loves gardening and house decorating, but most of all, she enjoys watching her nephew participating in activities that include gymnastics, baseball, and swimming.