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.
- Accounting Analyst at InfoGrate Inc.
Education & Credentials
- BA, Johns Hopkins University, Economics
- Financial Paraplanner Qualified ProfessionalSM (FPQP®)
FINANCIAL PARAPLANNER QUALIFIED PROFESSIONAL™ AND FPQP® ARE TRADEMARKS OR REGISTERED SERVICE MARKS OF THE COLLEGE FOR FINANCIAL PLANNING IN THE UNITED STATES AND/OR OTHER COUNTRIES.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.