Kathleen has over 30 years of experience in the ﬁnancial services industry, and has spent the majority of her career providing advisors with innovative ways to look at their practice and client base. As a Partner in Purpose Consulting Group, Kathleen develops and delivers transformational practice management and marketing strategy for ﬁnancial services ﬁrms.
Previously, she was a Managing Director for Legg Mason Global Asset Management where she founded and led Legg Mason’s value-added offering, The Advisor Partnership Program (TAPP)®, and was the Global Spokesperson at industry conferences and events across the United States and the UK. She also consulted with top advisors and teams in all distribution channels on topics such as branding their practices, client acquisition strategies, building elite teams, leveraging social media, longevity planning, and connecting with the next generation.
Under Kathleen’s direction, The Advisor Partnership Program received numerous industry awards, including two Insured Retirement Institute (IRI) Marketing Innovation Awards, two Mutual Fund Education Alliance (MFEA) STAR awards, and numerous Financial Communications Society (FCS) awards.
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.
She began her career as a Financial Advisor and has held various roles including Sales Management, Training, National Accounts and Marketing. Immediately prior to joining Legg Mason, she was at JPMorgan Asset Management where she held various marketing positions.
Kathleen did her undergraduate work at St. Mary’s College, Notre Dame, and has continued her education with various industry designations. She holds the Certiﬁed Private Wealth Advisor (CPWA®) certiﬁcation, administered by the Investments & Wealth Institute™ (formerly IMCA®) and taught in conjunction with The University of Chicago Booth School of Business; the CHARTERED RETIREMENT PLAN COUNSELOR (CRPC®) designation, a designation available to retirement professionals from the College for Financial Planning; the Certiﬁed Fund Specialist® (CFS®) designation from the Institute of Business and Finance; and the Chartered Financial Consultant® (ChFC®) and Chartered Life Underwriter® (CLU®) designations from The American College.
She gives back to the community and industry by serving on the Board of Directors for Aging in America and the Wealth Advisor Forum conference committee for IWI.
Kathleen and her husband Jeff have a passion for living their “Bucket List,” which includes traveling to all 7 continents. In her spare time she enjoys spending time with her golden retrievers, Roxy and Wrigley, entertaining family and friends, boating, hiking and snowmobiling.