Chartered Financial Analyst, 1994; Bachelor of Science in Mathematics, Allegheny College, Cum Laude, Phi Beta Kappa; Master of Science, Carnegie Mellon University Graduate School of Industrial Administration

A citizen of Pittsburgh her entire life, Kathleen is an active learner through the OSHER program at CMU. She is passionate about helping her clients achieve the future they desire. When she’s not working, she’s most likely enjoying her passion for traveling. Her travel blog details her adventures and highlights stunning photos. Kathleen lives in Upper St. Clair and loves spending time with her four grandchildren.