Kathleen is a Client Service Associate based in the firm’s Annapolis, Maryland office. In this role, she supports advisors by serving as a point of contact for clients, helping to address client requests, and assisting with relationship management.

A graduate of Johns Hopkins University, Kathleen brings experience in various customer service roles, in addition to a position in accounting analysis for InfoGrate Inc., a New York-based information consulting firm.

Born and raised in Annapolis, MD, Kathleen still resides there and enjoys hiking, fishing, and golfing in her free time.

Previous Experience

  • Accounting Analyst at InfoGrate Inc.

Education & Credentials

  • BA, Johns Hopkins University, Economics