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Client Service & Analytics

Kate Heacox

Associate Director
Senior Client Service Analyst

Background

Kate Heacox, Associate Director, joined SCM in 2024 and has industry experience since 1999. Kate is a Senior Client Service Analyst. Prior to joining SCM, she worked at Merrill Lynch, A.G. Edwards & Sons, Inc., and IJL Wachovia. Kate received her B.S. in Psychology from the College of Charleston.

Area of Focus

  • Client service & analytics

Previous Experience

  • Merrill Lynch 
  • A.G. Edwards & Sons, Inc.
  • IJL Wachovia

Education

  • B.S. in Psychology from the College of Charleston
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