Kathy is a seasoned financial advisor and a first vice president at RBC Wealth Management. With over 20 years of experience in the industry, Kathy has a proven track record of helping clients navigate complex financial landscapes and achieve their long-term goals.
Prior to joining RBC Wealth Management, Kathy held prominent positions at Morgan Stanley and Smith Barney, including second vice president of wealth management. Her experience in wealth management, investment strategies and wealth planning has earned her a reputation as a trusted financial advisor to individuals, families and businesses.
Kathy and her team are committed to providing personalized financial solutions tailored to each client’s specific needs. They believe in a proactive approach to wealth management and working closely with clients to develop well-rounded wealth plans that address their short- and long-term objectives.
Based in Wexford, Pennsylvania, Kathy is passionate about family, travel, learning new things and staying active. Her commitment to community involvement is evident in her active support of The Children’s Institute of Pittsburgh, particularly the Prader-Willi Syndrome Association. Kathy’s dedication to her clients, community and family reflects her holistic approach to life and wealth planning, grounded in service, experience and care.
