Kathleen came to us from Morgan Stanley Capital Markets in Wilmington, Delaware. She hails from the Eastern Shore of Maryland, and brings to Chartline a family tradition of excellence in financial services.
Kathleen has a particularly relevant skill set which enables her to manage the complexities of growing our business, including: industry regulation (Morgan Stanley), investor communications (family RIA), records management (DuPont Engineering), and the administration of our middle and back-office operations (Ferris, Baker Watts).
Having worked in the corporate world as a young professional, Kathleen earned her B.A. in L.A.S. / Communications from Pennsylvania State University during child-rearing years at home in Unionville, PA. In 2005 she joined her family’s financial advisory group at Ferris, Baker Watts in Wilmington, DE in 2005 and was securities and insurance licensed in 2007 (inactive). Kathleen currently lives in Wilmington and works in our main office.