Kathleen is a proud graduate of Dornsife with a degree in History and International Relations. She began her wealth advisory and portfolio management career with Merrill Lynch and had three decades of experience. Currently, Kathleen is a Senior Vice President with Morgan Stanley in Pasadena. Kathleen is a Certified Financial Planner and Chartered Retirement Planning Counselor. Also, she holds a master’s degree in international finance from Boston University. Recently, Kathleen was recognized by Forbes/Shook as one of the Best in State Wealth Advisors for 2021* , Top Woman Wealth Advisors** , and Working Mothers Top Wealth Advisor Moms for 2020***.
Kathleen is an active USC Alumni and currently serves as the CFO for Town and Gown and the past President of Trojan League of Los Angeles, and she continues to serve on their Board. She enjoys supporting the Newman Guild, TMBAA and is the Kappa Sigma Parent’s club’s Co-chair with her husband, Bob. Kathleen received the USC Alumni Association President’s Award in 2011 and was a recipient of the USCAA Alumni Service Award in Spring 2021.
Kathleen and Bob who is a Marshall graduate, live in Valencia. They initially met at TMB band camp their freshman year. Their son, Devon, is a graduate from USC Dornsife. Kathleen is delighted to serve with the USCAA Board of Governors as the Dornsife Alumni Advisory Council representative.