Kathleen is responsible for leading marketing and branding for Connectus Wealth Advisers and our global partners to ensure long-term growth and business success.

Her experience prior to joining includes heading marketing and internal communications teams in financial services and technology organizations, such as Nasdaq, JP Morgan Asset Management, Lehman Brothers, and Notified, an Apollo Global Management company. Kathleen began her career at a leading creative agency on the West Coast spearheading campaigns for brands including Qualcomm, Prudential Real Estate and Ameriquest Mortgage.

Kathleen has a Bachelor of Science from Cal Poly University and holds certificates in data science and marketing metrics from the Wharton School at the University of Pennsylvania. Kathleen lives in New York City with her family, and when not working, you’ll find her skiing or at the beach, exploring new neighborhoods, or finding a new recipe to master. She is also on the Board of Protectors of the Endangered, a non-profit dedicated to improving children’s literacy through education and entertainment.