Kathryn and the team partnered together in 2017 after a successful 20 year career serving affluent families and institutional clients, including endowments, foundations, Native American communities, Alaska Native-based organizations and corporations, in various roles. She is currently the Director of Baird’s Institutional Consulting Services, responsible for supporting institutional clients and high net worth relationships across the firm. Prior to joining Baird, Kathryn spent her early career in New York City supporting Morgan Stanley’s Private Equity, Investment Banking and Institutional Securities groups.
Kathryn has also served as an independent advisor and led a team at Vanguard. Kathryn is extremely active in the nonprofit community, having served in several leadership roles for the United Way over decades, was a member of the board for the NY Special Olympics Regional Games, is a sustaining member of the New York Junior League and currently serving on the board of the HealthReach Community Clinic.
Kathryn received her BS from the Pennsylvania State University and an MBA in Finance from Fairleigh Dickinson University. She is a CFA® charter holder, a member of the CFA Society of Charlotte, a licensed Certified Public Accountant (CPA), and a Certified Financial Planner Professional (CFP®).
Kathryn holds the Series 7, 63, 65 and 24 securities licenses.