Kathleen is a dynamic, engaging and passionate speaker with 30 years of experience in the financial services industry, providing advisors with innovative ways to look at their businesses and client bases. As National Training Director for the Institute for Preparing Heirs, Kathleen brings a keen understanding of the new opportunities financial advisors have to differentiate and build their businesses by offering new generational wealth planning tools and resources to successful individuals and families as a Trusted Family Advisor—one who prepares the entire family to thrive and prosper across generations.
She began her career as a financial advisor and has held various roles including Sales Management, Training, National Accounts and Marketing. Most recently, she was a Managing Director and Head of Advisor Business Development for Legg Mason Global Asset Management. In this role Kathleen founded and led the firm’s award winning value-added offering, The Advisor Partnership Program, and was a Global Spokesperson representing the firm at industry conferences and events across the United States and the UK. Kathleen has been interviewed by Investment News, Financial Planning, Market Watch, Ignites and FundFire and received additional press coverage from the WSJ Blog, Financial Advisor IQ, ThinkAdvisor.com and wealthmanagement.com.
Kathleen holds the Certified Private Wealth Advisor (CPWA®) certification, the CHARTERED RETIREMENT PLAN COUNSELORSM (CRPC®) designation, the Certified Fund Specialist® (CFS®) designation and the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations.