Kathleen Carlson, CFA, is a seasoned financial professional with extensive experience in providing fiduciary services and wealth management. Since September 2015, Kathleen has served as a Vice President and Financial Advisor at CAPTRUST, focusing on retirement plan committees and high net worth families, delivering investment strategies and financial planning. Prior to this role, Kathleen was the Managing Partner at Parker Carlson & Johnson from September 1982 to September 2015, where responsibilities included serving as a financial advisor and managing the service team as Chief Compliance Officer. Kathleen holds a Bachelor's degree in Economics and Finance from the University of Dayton and an MBA in Finance from Wright State University.
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