Experience That inspires confidence

Kathy has been in the financial services industry for more than 25 years and has been recognized with multiple awards and designations for her achievements. She is frequently invited as a guest speaker at firm and industry conferences to share her knowledge and expertise with her peers.

The focus of Kathy's practice is comprehensive wealth advice, which begins with a discovery meeting that addresses the goals, values and priorities of each client. Through a detailed multi-meeting process, she provides strategies and solutions that go beyond investing.  Her select group of clients includes affluent families, women in transition, successful business owners and corporate executives.

Kathy lives in Ridgewood with her husband and three children.  She is an avid golfer and loves to be outdoors. 

Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Senior Vice President - Private Wealth Management

Paramus, NJ

- Present

Morgan Stanley

Vice President and Wealth Advisor - Wealth Management

Paramus, NJ

-

Morgan Stanley

Vice President and Wealth Advisor - Wealth Management

Ridgewood, NJ

-

Manufacturers Hanover Trust

Trust Officer

New York, NY

-

Accomplishments

  • Barron's "Top Women Financial Advisors" nominee 2012, 2013, 2014
  • UBS Director's Club 2012, 2013, 2014
  • UBS Banking Champion 2011, 2013, 2014

Education

  • M.B.A. Business Administration, Finance, Fordham University, 1992
  • B.S. Business Administration, Finance, Providence College, 1987

Licenses

  • Life and Health Insurance Licensed: FL, NJ, NY
  • Series 7, 9, 10, 63, 65

Personal & Community

  • Board Member, Family Support Organization of Bergen County
  • Director, Ridgewood Library Foundation
  • Trustee, Concordia Saint Joseph's School for the Blind
  • Member, Ridgewood AM Rotary
  • Member, Women United in Philanthropy

Registered States:

AL, AZ, CA, CO, CT, DC, DE, FL, HI, IL, MA, MD, MN, MO, NC, NH, NJ, NY, OH, PA, SC, TN, TX, UT, VA, VT