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Kathleen Grace
Plus aucun poste en cours
Profil
Ms. Kathleen A. Grace is a Managing Member & Chief Executive Officer at Fiduciary Family Office LLC.
She provides financial and estate tax planning strategies to retired Fortune 500 executives, affluent multigenerational families, entrepreneurs, and institutions.
By serving as her clients’ Chief Financial Officer (CFO), Ms. Grace advises on all facets of wealth planning, helping clients chart a financial course for lifetime wealth creation.
She has over 30 years of experience.
Ms. Grace began her career working in Commodity Futures at the Chicago Board of Trade.
She has also held executive positions with Goldman Sachs Personal Financial Management, RSM McGladrey, Inc., Merrill Lynch Private Client Group, and Citigroup.
She earned a bachelor’s degree in business administration in Finance and a Master of Professional Accounting degree from the University of Miami.
She completed her CFP curriculum at Nova Southeastern University School of Business.
Dernières actualités sur Kathleen Grace
Postes actifs de Kathleen Grace
| Sociétés | Poste | Début |
|---|
Anciens postes connus de Kathleen Grace
| Sociétés | Poste | Fin |
|---|---|---|
Carl Domino, Inc.
 Carl Domino, Inc. Investment ManagersFinance Carl Domino, Inc. (CDI) is an independent, SEC-registered investment advisor and money management firm headquartered in West Palm Beach, Florida. The firm was founded by Carl Domino and Michael J. Dixon in 2004. CDI provides investment advice to individuals and institutions. | Gestionnaire de Portefeuille-Actions | 31/12/2007 |
Chicago Board of Trade
 Chicago Board of Trade Investment Banks/BrokersFinance Chicago Board of Trade provides trade derivative facilities. It allows speculators throughout the world to interpret economic data, news, and other information. The company was founded on April 3, 1848 and is headquartered in Chicago, IL. | Corporate Officer/Principal | - |
| CITIGROUP INC. | Corporate Officer/Principal | - |
Merrill Lynch Private Client Group
 Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Corporate Officer/Principal | - |
Formation de Kathleen Grace
University of Miami | Graduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Sociétés cotées | 1 |
|---|---|
| CITIGROUP INC. | Finance |
| Entreprise privées | 3 |
|---|---|
Carl Domino, Inc.
Carl Domino, Inc. Investment ManagersFinance Carl Domino, Inc. (CDI) is an independent, SEC-registered investment advisor and money management firm headquartered in West Palm Beach, Florida. The firm was founded by Carl Domino and Michael J. Dixon in 2004. CDI provides investment advice to individuals and institutions. | Finance |
Merrill Lynch Private Client Group
Merrill Lynch Private Client Group Investment ManagersFinance Merrill Lynch Private Client Group is a subsidiary of BlackRock, Inc. (NYSE: BLK). The firm is headquartered in Pennington, New Jersey. | Finance |
Chicago Board of Trade
Chicago Board of Trade Investment Banks/BrokersFinance Chicago Board of Trade provides trade derivative facilities. It allows speculators throughout the world to interpret economic data, news, and other information. The company was founded on April 3, 1848 and is headquartered in Chicago, IL. | Finance |
