Katie M. Bullen, CTFA

Trust Officer

Ms. Bullen joined Perspecta Trust in 2018. As a Trust Officer, she administers both trusts and estates and provides comprehensive client service. Prior to joining Perspecta Trust, Ms. Bullen spent seven years at Atlantic Trust in Boston, where she was an Associate Vice President and Associate Relationship Manager working with high net worth individuals, families, and foundations. Prior to joining Atlantic Trust, she worked for U.S. Trust, which is now part of Bank of America Private Bank, where she was a Trust Administrative Officer.

Ms. Bullen holds a BA in Economics and a BS in Business Management from Westfield State University, as well as an MBA from Suffolk University. She is also a CTFA designation holder.