About Kathryn

As a member of The Meyers Group, Kathryn works closely with the team to ensure all day-to-day operations run smoothly. She draws from her experience on the management side of financial advisory to navigate the firm's resources and liaise with key stakeholders in an efficient manner. Kathryn is a valuable resource who can help solve problems, remove obstacles and find answers that clients seek. Her strengths include relationship management, organizational acuity and strong follow-through skills.

With over a decade of experience in wealth management, Kathryn began her career as an associate in high-risk commercial insurance before pivoting to the financial industry. She started at UBS Financial Services as the Branch Office Administrator and played an integral role on the management team overseeing the Walnut Creek office, as well as various satellites. Shortly after, Kathryn transferred to UBS' Private Wealth office in San Francisco where she held several positions, including Executive Assistant and Wealth Strategy Associate.

She joined J.P. Morgan in 2018 as a Business Analyst, supporting the Regional Director for the San Francisco, Seattle and Bellevue offices.

A native of the Bay Area, Kathryn attended University of California at Davis, where she earned a B.A. in History and was involved in philanthropic efforts to raise funds for St. Jude Children's Hospital. She holds FINRA Series 7 and 66 securities licenses.

Kathryn and her husband live in Marin County with their two young children. In her spare time, she enjoys exploring new restaurants, hiking and spending time with her family.

Insights

Retirement

The SECURE Act 2.0: Saving for retirement could be easier

January 29, 2023The SECURE Act 2.0 includes provisions that update several rules around retirement. Keep reading to learn about the new rules.Read Now
Investing

5 facts for investors to consider

January 26, 2023Bond market boom. Housing finding a footing. Europe’s surprise strength. Here are a few compelling market moments for the week.Read Now
Investing

Debt ceiling drama: What you need to know

January 19, 2023Increased volatility could follow as policymakers work on a deal. Meanwhile, keep the focus on your long-term investment plan.Read Now
Personalized guidance begins with a conversation.
Access the firm-wide capabilities of a global financial leader at your side. Take the next step to unlock new opportunities that align with your financial goals.