Kathy Lo Bue

Financial Advisor
(732) 866-6660

In October 2014, Kathy opened the Freehold Branch office of Glen Eagle Advisors in the Pinho Professional Center, 57 Schanck Road, Suite C-4, Freehold, NJ 07728

Kathy has over 30 years of investment management experience. Before joining Glen Eagle Advisors, LLC Kathy worked for over nine years as a Portfolio Manager/Investment Strategist and was a member of the Investment Policy Committee for Dumont & Blake Investment Advisors in Princeton, NJ. Previously, Kathy was with JPMorgan Chase Bank in New York for over 18 years. There she was a Senior Portfolio Manager and Vice President in the Personal Asset Management Division. In this position Kathy was responsible for managing over 200 investment and trust portfolios totaling over $180 million in assets. Kathy also worked for the JPMorgan Private Bank, where she served as Portfolio Manager for both domestic and international clients, managing over $580 million in assets. In addition, during her tenure she was a manager in the International Private Banking Operations division. Kathy started her career at American International Group as an Investment Administrator, and moved on to manage corporate fixed income assets totaling over $1 billion, as well as managing the cash position for an AIG Offshore Mutual Fund. Kathy earned her Bachelor of Business Administration from the Bernard M. Baruch College in New York. She holds her Series 65 Registered Investment Advisory license, as well as her Series 63 license.

Kathy is a money manager who is not only dedicated to her clients but is also dedicated to giving back to the community! She serves as Trustee for the Co-Cathedral of St. Robert Bellarmine in Freehold, as well as Co-Chair of the Finance Council. Kathy is the Immediate Past Chair of the Board of Trustees for the nonprofit agency Interfaith Caregivers of Greater Mercer County. She has served on the Executive Board of the Greater Monmouth Chamber of Commerce as Vice Chair and is Past Chair of the Chamber’s Women in Business Committee. Kathy is a Personal Management Merit Badge counselor for Boy Scout Troop 155 in Freehold.

Kathy is sponsoring a FREE year-long monthly program called “The Discussion Series” which is hosted at the Co-Cathedral of St. Robert Bellarmine. The sessions are designed to focus on how we in the community can grow through shared life experiences. Kathy believes Knowledge is POWER….Sharing is PRICELESS!

 

Honors
Kathy was a 2012 nominee for the ATHENA International Award which celebrates all women as valued members and leaders of the community and recognizes those who support them. The award honors individuals who strive toward the highest level of business and professional accomplishment. It also celebrates women who excel in their chosen field. These women dedicate their time and energy to their community in a meaningful way and also open paths so that others may follow. The ATHENA nominee also is a role model which encourages women to achieve their fullest leadership potential.

 

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