Kathleen joined Artemis as a wealth advisor in June 2017. Her specialties are the financial planning needs of women and employing sustainable investing approaches. Kathleen is currently completing the CERTIFIED FINANCIAL PLANNER™ certification.
Prior to joining Artemis, Kathleen spent over 20 years in institutional sales and investing, starting her career with Alex Brown in Baltimore, and then on to Goldman Sachs, where she worked for 13 years. In 2009, Kathleen founded Catalina Leadership, a consulting firm focused on investing in women. Through that work she started an engagement with Pax World Management and developed an expertise in sustainable investing. She later joined Pax as SVP, Global Women’s Strategies, where she was responsible for product management of the Global Women’s Index Fund and ran the firm’s Women & Wealth initiative.
Kathleen has a B.S. from Towson University in business administration with a concentration in finance. In 2015, Kathleen was named to InvestmentNews’ inaugural Women to Watch list, which honors female financial advisors and industry executives who are distinguished leaders at their firms. A longtime advocate for advancing women in leadership, Kathleen currently serves on the CFP© Board, Women’s Advisory Council and is an active member of SheGives, Ellevate Network, Plum Alley Investments and Dartmouth Natural Resource Trust.
Kathleen resides in Boston and Dartmouth, Massachusetts.