Kathleen P. Wilson
Client Relationship Specialist
As a client relationship specialist, Kathleen is the primary contact for clients’ day-to-day needs. Among her responsibilities are client onboarding, money movement, gifting requests, requests for performance, and tax information. Kathleen develops close relationships with her clients to ensure consistent and exceptional service. Kathleen also supports our senior portfolio management and wealth planning professionals.
Kathleen has been in the wealth management industry since 2003. Previously she worked in the real estate and publishing industries.
Kathleen has a passion for music. In her free time, she enjoys playing the flute and gardening. She loves to travel and among her favorite destinations are Spain, Puerto Rico, and Mexico.