Kathleen joined Artemis as a wealth advisor in June 2017. Her specialties are the financial planning needs of women and employing sustainable investing approaches. She has spent over 30 years engaging and serving investors in roles at Alex. Brown, Catalina Leadership, Goldman Sachs, and Pax World Management.
Kathleen has a B.S. from Towson University in business administration with a concentration in finance. A longtime advocate for advancing women in leadership, Kathleen currently serves on the board of Forte Foundation. She is also currently Co-Chair of the Board of Women Working for Oceans. In addition, Kathleen serves on the New Hampshire Charitable Foundation’s investment committee and the Association of Relief for Aged Women of New Bedford. She also serves on the advisory council for Invest for Better.
Kathleen resides in Boston and Dartmouth, Massachusetts.