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Kathleen Carlson, CFA®Vice President, Financial Advisor

  • 7812 McEwen Road
    Dayton, OH 45459
  • 937.223.0600
  • LinkedIn

Kathleen joined CAPTRUST in 2015 as vice president, financial advisor with the firm’s merger 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. Prior to the merger, 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 (CFA®)

MEMBERSHIPS

  • Board of directors - Premier Health
  • Board of advisors - Salvation Army - Dayton

 

Personal Profile

Hometown:
St. Louis, MO
Favorite Book or Movie:
David and Golaith | Moneyball
Ideal Dinner Guest:
Tim Russert, Margaret Thatcher, and Ellen Degeneres
Words to Live By:
Seek understanding before seeking to be understood
Qualities I Admire in People:
Kindness, Sincerity, Integrity