Kathy Email & Phone Number
Sr. Wealth Advisor at Focus Partners Wealth @ Focus Partners Wealth
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Kathy Location
- Milwaukee, WI, US
Kathy Work
- 2026 -now Sr. Wealth Advisor at Focus Partners Wealth @
- 2014 -2025 Wealth Advisor @
- 2014 -2017 Consultant and Portfolio Manager @ Park Place Capital Managment, Inc.
- 2004 -2014 Partner and Portfolio Manager @ Marietta Investment Partners, LLC.
- 2001 -2004 Financial Advisor, Private Client @ Strong Capital Management
- 1992 -2001 Advisor, Managing Partner @ National Institute for Estate Planning
Kathy Education
- College For Financial Planning
CFP (Finance)
1993-1997 - University of Illinois Chicago
Masters Program (Exercise Physiology)
1981-1983 - Saint Mary's University of Minnesota
BS (Biology)
1977-1980
Kathy Skills
- Financial Planning
- Behavior Management
- Tax Advisory
- Charitable Gift Planning
- High Net Worth Individuals
- Wealth Management
- Retirement Planning
- Strategic Financial Planning
- Financial Planning for Business Owners
- Women & Finance
- Retirement
- Suddenly Single Women
- Portfolio Management
- Investment Consulting for Institutions and Foundations
- Investment Advisory
- Investments
- Financial Analysis
- Investment Strategies
- Risk Management
- Asset Allocation
- Wealth
- Management
- Investment Management
- Strategic Planning
- Mutual Funds
- Strategy
- Finance
- Asset Management
- Equities
- Alternative Investments
- Estate Planning
- Sales
- Women and Finance
- Series 7
Kathy Summary
- Kathy, based in Milwaukee, WI, US, is currently a Sr. Wealth Advisor at Focus Partners Wealth at Focus Partners Wealth. Kathy brings experience from previous roles at Strategic Wealth Partners (SWP) merged with Focus Partners Wealth in January of , Park Place Capital Managment, Inc., Marietta Investment Partners, LLC. and Strong Capital Management. Kathy holds a 1993 - 1997 CFP in Finance @ College For Financial Planning. With a robust skill set that includes Financial Planning, Behavior Management, Tax Advisory, Charitable Gift Planning, High Net Worth Individuals and more. Kathy has 2 mobile phone numbers on RocketReach.
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