Lawrence M. Beals
Todd P. Morey, P.E.
Kathy DelloRusso has more than 25 years of financial services and office management experience. Her organizational skills and attention to detail facilitate efficient office operations and synergy. During her career, Kathy has honed her organizational management skills through a variety of experiences across multiple industries.
At Beals Associates, Inc. Kathy is responsible for managing all business and administrative office functions including accounting, human resources and benefits, vendor relations, and project support. Her role also includes providing executive support to the firm's leadership in the Boston and South Carolina locations. As the backbone of the firm's operations, her expertise and skill enable the firm's leadership to maintain focus on the business of responding to clients’ needs.
Prior to joining Beals Associates, Inc., Kathy was the Director of Client Services at CarrThaxton Financial Group, an independent wealth management firm in Lexington, MA. Previously she was a Profit Sharing and Pension Plan Administrator at Atlantic Pension Company in Lynnfield, MA. She began her career in the banking industry and held numerous positions including Regional Operational Supervisor. Kathy has served as a volunteer board member and treasurer for several local youth sports organizations.