Holbrook has worked at Foundation Source for eight years and recently moved back to Boston, MA, from San Francisco, CA.

She is an expert in private foundation administration and compliance, the firm said. As a senior managing director, she will work with individual, family and corporate donors that either run or are establishing private foundations. She also works directly with advisors that serve high net worth donors.

“Over the last seven years, Katherine has built a vital and vibrant presence for Foundation Source on the West Coast,” said Robert Chartener, chief executive at Foundation Source.

Among other roles, Holbrook has previously worked at INVESCO Funds Group and Fidelity Investments.