Kathleen is the Chairman of the Board of Evolute, a wealth management software startup. She leads the FinTech investment practice for Go Beyond, the largest pan-European Angel platform, and is a member of Goldenseeds, the New York based Angel group focused on female entrepreneurs. Her areas of special interest and expertise are wealth and asset management, financial technology and quantitative finance, and China’s political economy.
She was most recently a Managing Director and the Head of Business Strategy and Solutions at Credit Suisse Private Banking and Wealth Management, Investment Strategy and Research where she led the team designing the banks’ robo-advisor and led global strategy and product design for asset management. Prior to this role she was the Head of Global Investment Process for the multi-asset class business. Before joining Credit Suisse, Kathleen was a Managing Partner and the Head of Portfolio Management and Research at a New York hedge fund. Prior to that, Kathleen was a Managing Director at Bessemer Trust, where she was the Head of Large Capitalization Equities and managed multi- billions in high net worth client portfolios. Before Bessemer, Kathleen spent twelve years at Deutsche Bank, the successor organization to Scudder Stevens & Clark, where she was a Principal and Managing Director, in a succession of management and portfolio management roles, managing $12 billion in client assets. Kathleen started her career at Chase Manhattan Bank, (now JPMorgan), where she was an analyst and portfolio manager. She has been the subject of a Barron’s cover story and has made numerous television appearances.