Kathleen Grace, Certified Investment Planner™ professional and Certified Investment Management Analyst®, provides sophisticated financial and estate tax planning strategies to Fortune 500 executives, multigenerational families, entrepreneurs and institutions. As her clients' Chief Financial Officer (CFO), she guides all facets of wealth planning to help them chart a financial course for lifetime wealth creation.
With more than 30 years of experience, Kathleen began her career in Commodity Futures at the Chicago Board of Trade and went on to hold executive positions with Goldman Sachs Personal Financial Management, RSM McGladrey, Merrill Lynch Private Client Group and Citigroup.
She earned a bachelor's degree in business administration in Finance and a Master of Professional Accounting from the University of Miami. She completed her CFP® curriculum at Nova Southeastern University and earned the CIMA® designation from the Investment Management Consultants Association through the Wharton School.
Named an Influential Business Woman of the Year by the South Florida Business Journal, Kathleen also serves on the Board of Trustees for Women in Distress and has held multiple other nonprofit and advisory board roles. She is also the author of the international bestseller Prince Not So Charming®, a financial planning novel.
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