Kathleen has over 30 years of experience assisting both high net worth and institutional investors achieve their investment objectives.Prior to joining Geneva Advisors, she served as Director of Marketing and Client Service for Andersen Capital Management and Director of Marketing for Ranger International. In both roles, she was responsible for marketing and client service functions to institutional and high net worth clients.
Previously Kathleen was President and Founder of Birmingham Investment Management, LLC, a registered investment advisor servicing high net worth investors. She acted as chief investment officer, making investment decisions for clients, as well as assumed responsibility for the risk management, client service and compliance functions of the firm.
She also spent 12 years in institutional fixed income sales at ABN/Amro, where she helped build the Dutch bank’s institutional presence among U. S. institutions and high net worth clients. In this role she structured fixed income portfolios for individuals, as well as assisted institutional clients manage their fixed income portfolios, striving to achieve their individual and company objectives.
Kathleen earned a Bachelor of Arts degree from Lake Forest College, with a Major in Business Administration. She served on the Board of Directors of the Children’s Home Society of Florida for 8 years and currently serves as a Board member for the Palm Beach Polo Property Owners Association and the Shady Oaks Homeowners Association. She is a lifelong equestrian as well as enjoys running, tennis, golf and swimming.