Strategic Advisor

Kathleen provides strategic advice focused on public pensions clients, WMBE opportunities and manager of managers platforms to help us accelerate the firm’s growth. She has immense industry knowledge and has worked with the world's largest institutions and their advisors for over 40 years. Prior to joining Trinity Alps Capital, Kathleen was the CEO of Girls Who Invest Inc. a non-profit organization focused on bringing gender diversity to the asset management industry through educating and empowering young women and preparing them for senior investment and leadership roles.  Prior to co-founding Girls Who Invest, Kathleen was the Chief Strategy Officer at Fiduciary Research.  She is best known for her work at Barclays Global Investors and Barclays Capital as a Managing Director for over 15 years. Kathleen has worked for several other small and large size firms over her career including CEO of PrivateTrade, and senior positions at Alliance Bernstein, and Epoch Investment Partners. Kathleen earned a Bachelor of Science in Economics from the University of San Francisco.

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