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Kathleen Carlson, CFA®

Kathleen Carlson, CFA®

Vice President,
Financial Advisor

  • St. Louis, MO
  • David and Golaith | Moneyball
  • Tim Russert, Margaret Thatcher, and Ellen Degeneres
  • Seek understanding before seeking to be understood.
  • Kindness, sincerity, and integrity

Financial Advisors

Kathleen is a retirement plan and wealth management advisor who works out of the Dayton, OH office.

Kathleen joined CAPTRUST in 2015 as vice president, financial advisor with the firm’s partnership with Parker Carlson & Johnson and is providing retirement plan advisory services to corporate fiduciaries, as well as comprehensive wealth management services to high-net-worth investors, private foundations, corporate executives, and business owners. Previously, Kathleen served as managing partner of Parker Carlson & Johnson. She has worked in the industry since 1980.

Education

  • Bachelor of Science degree in economics and finance as a double major from the University of Dayton
  • Master of Business Administration in finance from Wright State University

Industry Designations

  • Chartered Financial Analyst®

Memberships

  • Board of advisors, Dayton Salvation Army
  • Board of directors, Premier Health
  • Founder, CAPTRUST Women’s Initiative

News & Resources

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