Kathleen is a Principal and Investment Committee Member at Loxahatchee Capital. She helped launch the firm in 2025 and advises a select group of clients in the areas of financial planning, investment management, and lending. She also serves as a key point of contact for next-generation family members.

Kathleen brings nearly 50 years of experience in the wealth management industry, with deep expertise in market analysis and risk management.

Before Loxahatchee Capital, she held senior leadership and client advisory roles at UBS and Bank of America Merrill Lynch, serving families within the Global Wealth & Investment Management Group in the Palm Beach market.