Kathleen K. is an International Wealth Manager with experience advising high net worth individuals on investment management and financial planning, specializing in cross-border tax efficient investments. Prior to this, Kathleen worked as an Event Driven Equity Analyst tracking mergers and acquisitions of US-listed companies, and as a Paralegal managing documents for commercial real estate transactions. Kathleen holds a Juris Doctor degree from New York University School of Law.
September, 2020 - present