About Kathy
Katherine (Kathy) manages fixed income securities and cash equivalents in individual accounts and designs portfolios primarily for Santa Monica clients. Kathy also assists clients with 529 plan accounts, other college savings vehicles, as well as education loan programs.
Kathy is an avid traveler. She has been to more than 30 countries and counting. When not exploring the world, Kathy continues to be an active member of the alumni association at her alma mater, The University of Southern California. She is also currently a board member of the USC Second Decade Society.
Katherine (Kathy) manages fixed income securities and cash equivalents in individual accounts and designs portfolios primarily for Santa Monica clients. Kathy also assists clients with 529 plan accounts, other college savings vehicles, as well as education loan programs.
Kathy is an avid traveler. She has been to more than 30 countries and counting. When not exploring the world, Kathy continues to be an active member of the alumni association at her alma mater, The University of Southern California. She is also currently a board member of the USC Second Decade Society.