Kaitlin Poterack serves as a Client Service Specialist, where she brings diverse industry experience and a passion for fostering strong client relationships. In her current role, Kaitlin coordinates advisor materials and provides personalized support, focusing on addressing client needs with care and efficiency.
After graduating Magna Cum Laude from California Lutheran University with a degree in Business Management, Kaitlin started her career in financial technology at Informa, where she worked with major banks on operational processes and contributed to the development of client-focused interfaces.
Before joining Moran Wealth, Kaitlin worked at her family’s wealth management firm, Poterack Capital Advisory, where she served as a Client Relationship Manager. During her four years with Poterack Capital, Kaitlin worked closely with custodians such as Fidelity, Schwab, and Pontera, strengthening operational relationships. Motivated by her family’s experiences during the 2008 recession, she is committed to helping clients navigate financial complexities and achieve their goals.
Outside of work, Kaitlin combines her creative flair with a love of fashion through a vintage consignment business she founded. She and her husband, Troy, actively support the Gut it Out Foundation, providing emotional and financial aid to those navigating autoimmune conditions. A globetrotter who has explored 17 countries, Kaitlin cherishes her roots in Chicago, her faith, and her commitment to uplifting others through optimism and teamwork.
Moran Wealth Management, LLC is not affiliated with Poterack Capital Advisory. No statement herein should be interpreted as a testimonial or an endorsement of Poterack Capital Advisory’s services.
