Allie Baldwin

Professional:

Allie serves as a Client Operations Associate at Kathmere Capital Management, supporting the advisory team of Kevin McDermott. In her role, she directs the day-to-day administrative operations of the team and acts as the go-to person for tasks related to administrative functionality, ensuring seamless support for both clients and advisors.

She began her career at FFT Wealth Management in late 2022, where she spent nearly three years supporting client service teams as a Client Operations Associate. During her time there, Allie was responsible for preparing investment materials, reconciling data, and managing reporting for ultra-high-net-worth families.

Allie graduated summa cum laude from Union College with honors in English and Political Science and a minor in Women’s Studies. Following graduation, she was awarded a Fulbright Fellowship in Athens, Greece, where she taught English to high school students and served as a cultural ambassador.

Personal:

Originally from Skaneateles, a picturesque lake town in upstate New York, Allie now lives in the Northern Liberties neighborhood of Philadelphia. She loves to travel and has visited over 30 countries. In her free time, she enjoys reading across genres and exploring local markets throughout the city.