Chief Executive Officer and Founder
Kathi is a seasoned investment professional known for her integrity and genuine concern for clients. She served as Assistant Treasurer and Directorof Investments for Case Western Reserve University, the largest private endowment in Ohio at the time. Prior to that, she was with a private wealth management firm.
Kathi has broad experience in a wide range of asset classes, both private and public. She has considerable experience in wealth management issues including designing and implementing investment strategies in a variety of environments. She has worked extensively with investment committees, investment managers, attorneys, not for profit staff and trustees, and financial institutions. Kathi is a Chartered Financial Analyst, a Certified Private Wealth Advisor® earned an MBA (Finance) and a BA (Finance). Kathi received additional investment education by completing the Callan Associates Consulting program and by completing allocation and analytics training with Wilshire Associates.
Kathi served in the United States Navy and was honorably discharged. She has served as Treasurer of the Cleveland Society of Securities Analysts and Co -Chair of the Continuing Education Committee. She was Chair of the Investment Committee of the Child Guidance Center Foundation Board, served on the Cleveland Opera Foundation Board and the Greater Cleveland Hospital Association Pension Investment Committee.