Kathleen A. Warren, CFP®
Kathleen serves as a Portfolio Manager at Cardinal. She performs equity and fixed income analysis, services client investment portfolios and client needs, and manages Cardinal’s proprietary multi-factor valuation model. Prior to returning to Cardinal, Kathleen worked as an Associate at Credit-Suisse in their Private Bank in Atlanta, GA. Kathleen received her M.B.A from UNC’s Kenan-Flagler Business School. Prior to graduate school, Kathleen worked at Cardinal as an Analyst supporting client needs, executing trades, preparing annual reviews and doing equity research. Prior to Cardinal, Kathleen worked at Thomas Weisel Partners in the Private Client group in New York City where she passed the series 7 and 63 exams. Kathleen also spent time in New York and London working for Sotheby’s Auction House in the English Furniture Department. Kathleen received her B.A. from Wake Forest University where she was a member of the women’s soccer team. Currently, Kathleen is on the board of the Triangle/Eastern North Carolina Chapter of the Juvenile Diabetes Research Foundation. She is FINRA series 65 licensed and is a CERTIFIED FINANCIAL PLANNER™ practitioner.
“I find that developing long term relationships with our clients is very fulfilling. Each client’s financial goals are unique, and I enjoy helping to create a customized solution that can evolve and grow with the client over time.”