Insightful advice Delivered through ongoing collaboration
Kathleen M. "Katie" Snodgrass, CIMA®
Senior Vice President - Investments
Senior Institutional Consultant
Senior Retirement Plan Consultant
Certified Investment Management Analyst (CIMA®)
650-289-7052
64 Willow Place
Suite 200
Menlo Park, CA 94025
Your organization has many responsibilities – to shareholders, employees and their families. But today, successfully meeting those responsibilities has become more complex.
I offer guidance from an experienced and dedicated consulting team that leverages the vast resources and strong financial backing of a powerful global financial leader. Talk to me about how I can help support you in your fiduciary role.
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