Kathy joined Main Street Private Advisors with more than 35 years’ experience in the financial industry. She began her career working in Shareholder Relations for a large Mutual Fund group where she helped clients who had questions, problems or changes with their accounts. Her next position was with a major financial services company where she worked in a number of different departments, including branch office, operations, compliance and fund trading support. During this time Kathy obtained her Series 7 and Series 63 designations and was licensed to do business in several states.
As the financial industry embraced technology, Kathy used her knowledge and experience to act as a Business Analyst. In this position she worked with the IT programmers and other IT professionals to develop systems, test their code, assist in troubleshooting and explore ways that the IT group could better serve their customers.
Kathy is a graduate of Kean College and she resides in Hamilton, NJ, with her husband and her dog, Beau.
Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and INSIGHT PRIVATE ADVISORS LLC are not affiliated companies.
BUSINESS CONTINUITY PLAN
Investments through PKS or RIA are: NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
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