Kathleen Wright, CFA^®

Designations and licenses

Kathleen holds the Chartered Financial Analyst® designation.

Experience and education

Kathleen provides clients with comprehensive wealth management services to help them achieve their goals as well as integrated planning and strategies to help them grow and protect their wealth.

Prior to joining Mariner, Kathleen founded Kathleen S. Wright Associates, Inc. in 2000, an SEC-registered investment advisory firm.

Kathleen holds a bachelor’s degree in mathematics from Allegheny College, where she graduated cum laude and was inducted into Phi Beta Kappa. She also earned a master’s degree in industrial administration from Carnegie Mellon University.

Personal interests

Away from the office, Kathleen has a passion for traveling and has visited more than 100 countries. She also enjoys spending time with her five grandsons and reading.