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Financial life insights for personal investors. Author Kathleen-grace

Kathleen Grace

Kathleen Grace advises a wide range of clients throughout the country on all facets of financial and estate planning at Goldman Sachs Personal Financial Management, within the Consumer and Investment Management Division of Goldman Sachs.

She began her career working with Commodity Futures at the Chicago Board of Trade. Kathleen has also held executive positions with RSM McGladrey, Inc., Capital Planning Group, Merrill Lynch Private Client Group, and Citigroup.

Kathleen earned a bachelor’s degree in Business Administration in Finance from the University of Miami and completed her CFP® curriculum at Nova Southeastern University School of Business.

Ms. Grace currently serves as Executive Board Member of Women In Distress, as former Florida Atlantic University Foundation Board Member and Chair of the Investment Committee, as former Advisory Board Member for the Broward Bank of Commerce, and actively supports other charitable organizations.

Kathleen Grace

Posts by Kathleen Grace

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