Recent Update – Kathy has just opened a satellite office in Freehold, NJ. It is located in the Pinho Professional Center at 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. 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.
Kathy is not only a dedicated professional but is also an active participant in her community. She serves as Trustee for St. Robert Bellarmine Church in Freehold, as well as Co-Chair of the Finance Committee. She is on the Executive Board of Trustees of the Greater Monmouth Chamber of Commerce and is the Immediate-Past Chair of the Chamber’s Women in Business committee. Kathy is also the Chair of the Board of Trustees for the nonprofit agency Interfaith Caregivers of Greater Mercer County. Lastly, Kathy is a Personal Management Merit Badge counselor for Boy Scout Troop 155 in Freehold.
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.