Kathleen joined Artemis as a wealth advisor in June 2017. Her specialties are the financial planning needs of women and employing sustainable investing approaches.
Prior to joining Artemis, Kathleen spent over 25 years serving investors, starting her career with Alex Brown in Baltimore, and then on to Goldman Sachs, where she worked for 13 years. In 2009, Kathleen founded Catalina Leadership; a consulting firm focused on investing in women. Through that work, she started an engagement with Pax World Management and developed an expertise in sustainable investing. She later joined Pax as SVP, Global Women’s Strategies, where she was responsible for product management of the Global Women’s Index Fund and ran its Women & Wealth initiative.
Kathleen has a B.S. from Towson University in business administration with a concentration in finance. A longtime advocate for advancing women in leadership, Kathleen currently serves on the board of Forte Foundation. She is also currently Co-Chair of the Board of Women Working for Oceans. Kathleen serves on the New Hampshire Charitable Foundation’s investment committee and the Association of Relief for Aged Women of New Bedford. She also serves on the advisory council for Invest for Better.
Kathleen resides in Boston and Dartmouth, Massachusetts.
