Katy Bryer holds the position of Trust Operations Specialist at Bar Harbor Wealth Management. She joined the organization in 1997 and works out of the Ellsworth, Maine office.
Katy earned a Bachelor of Science degree from University of Rhode Island. She began her financial career in retail banking as a Teller before transitioning into her current role. Collectively, she has over fifteen years of experience in the financial industry.
Katy supports clients in the Mount Desert Island and Downeast, Maine regions. In her role she monitors trade settlements and manages client trade communications, conducts account maintenance and reconciliations, and writes operational procedures. She also processes fees, stock gifts, and account transfers. Additionally, Katy completes account reviews and assists with account ownership changes.