University of Wisconsin-Milwaukee - School of Business Administration
Executive MBA (Business)
The University of Freiburg
(German Studies)
1969 - 1970
Kathy Pederson's Skills
Wealth Management
Asset Allocation
Investment Management
Retirement Planning
Family Office
Investments
Finance
Financial Services
Portfolio Management
Wealth
Kathy Pederson's Summary
Kathy Pederson, based in Milwaukee, WI, US, is currently a Director at Portside Investment Advisors, bringing experience from previous roles at Aspiriant, Jacobus Wealth Management, Merrill Lynch and Private Family Office. Kathy Pederson holds a BS in German, French, Education @ University of Wisconsin-Madison. With a robust skill set that includes Wealth Management, Asset Allocation, Investment Management, Retirement Planning, Family Office and more, Kathy Pederson contributes valuable insights to the industry. Kathy Pederson has 3 emails on RocketReach.