About Kathryn
Kathryn works directly with wealth advisors to help deliver exceptional value to clients. Her primary focus is on investment management and portfolio maintenance. She is passionate about helping women and young professionals reach their financial goals.
Kathryn joined Focus Partners Wealth in 2026, having previously worked at Kovitz and Strategic Wealth Partners (SWP). While in school, Kathryn served on the Advisory Committee for the Investment Committee for the Smith College Board of Trustees. She also had the opportunity to intern at both Rebel Financial in Ohio during the summer of 2021 and Strategic Wealth Partners during the summer of 2022.
Outside of the office Kathryn is an avid reader, the best brownie baker in the Midwest (a self-appointed title), and her apartment building’s reigning Mario Kart Champion. She enjoys exploring and discovering all that Chicagoland has to offer.
Education and Professional Milestones
-Smith College – bachelor’s degree in economics
Kathryn works directly with wealth advisors to help deliver exceptional value to clients. Her primary focus is on investment management and portfolio maintenance. She is passionate about helping women and young professionals reach their financial goals.
Kathryn joined Focus Partners Wealth in 2026, having previously worked at Kovitz and Strategic Wealth Partners (SWP). While in school, Kathryn served on the Advisory Committee for the Investment Committee for the Smith College Board of Trustees. She also had the opportunity to intern at both Rebel Financial in Ohio during the summer of 2021 and Strategic Wealth Partners during the summer of 2022.
Outside of the office Kathryn is an avid reader, the best brownie baker in the Midwest (a self-appointed title), and her apartment building’s reigning Mario Kart Champion. She enjoys exploring and discovering all that Chicagoland has to offer.
Education and Professional Milestones
-Smith College – bachelor’s degree in economics