Kathy leads the firms integration, recruitment, and retention initiatives and is based out of the Raleigh, NC office.
Kathy is a senior director of the integration team. With a focus on talent management, this 15-year industry veteran leads the firm’s recruitment and retention initiatives aimed at sustaining a work environment where talent can flourish. Prior to joining CAPTRUST, Kathy served as the east coast channel manager, third party administration services for Transamerica Retirement.
- Bachelor of Science degree in natural science, biology from St. Thomas Aquinas College
- Accredited Retirement Plan Specialist
- Certified Retirement Services Professional
Awards & Recognition
- CAPTRUST MVP Brick Award | 2011 and 2013