Kathleen Frank

Professional

Kathy brings over 20 years of experience in financial services and legal administration to her role at Kathmere Capital Management, where she serves as a vital member of the team. With a well-rounded skill set in office management, communication, and organizational support, Kathy plays a key role in supporting the firm’s daily operations.

As the first friendly face to welcome clients and guests, Kathy helps create a welcoming and professional environment that reflects Kathmere’s commitment to client service. Her attention to detail helps to maintain an organized and efficient office, supporting both the advisory team and the client experience.

In her role, Kathy also acts as a notary public, providing valuable assistance to clients, making an often complex process simple and seamless. Additionally, she leads the coordination of Kathmere’s charitable initiatives, serving as the primary point of contact for the firm’s community outreach and philanthropic efforts.

Kathy earned her B.A. in Marketing from Cabrini University. Her dedication, reliability, and approachable nature make her an integral part of the Kathmere team.

Personal

Kathy lives in Wayne with her husband, Tom, and their son, Connor. During her free time, she enjoys cooking, gardening, and staying active. You can often find her biking and hiking in Valley Forge Park with her family and their dog, Ada. Stone Harbor and Kiawah Island are two of their favorite vacation spots.