2 months ago
VESTED Voices: Bob McCutcheon
In 2018, Bob McCutcheon returned to his lifelong passion for...
Vice President,
Financial Advisor
Kathryn joined CAPTRUST in 2021 from Genovese Burford & Brothers—an independent wealth and retirement plan management firm—where she served as a financial planner.
At CAPTRUST, she specializes in providing financial advisory services to individuals, families, and institutions. Kathryn strives to educate clients toward the best options for any situation—from wealth accumulation to retirement and estate planning. She takes a client-centric approach, providing a positive experience and building long-term relationships.
Prior to Genovese Burford & Brothers, Kathryn worked at both Empyrion Wealth Management and Fidelity Investments. She earned her Bachelor of Science degree in business administration and management from the University of Redlands in 2012.
Outside the office, Kathryn enjoys spending time with her husband, David, her daughter, Hailey and their dog, Crosby. Together, they enjoy traveling and pretty much any outdoor activity- especially running marathons throughout Northern California. She is an avid sports fan and cheers for the Giants, 49ers and Warriors.
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