Senior Client Associate
Kathy is mainly responsible for assisting the team with rebalancing and trading client portfolios, options, and client service management.
In 1996, she began her career in the investment industry with Provident Bank Investments. She transitioned to Merrill Lynch Wealth Management in 2004 and joined The Hambleton Fieler Group in 2010. Kathy transitioned to Rockefeller with the team in 2021.
Kathy lives in Bellevue, KY with her husband and they have three adult daughters and 3 grandkids. In her free time, she enjoys spending time with her family and volunteering at their local church.
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