HOMETOWN: Spokane, WA
TITLE: Senior Wealth Strategy Associate – Private Wealth Relationship Manager
COMPANY: UBS Private Wealth Management
ELITE MEMBER SINCE: Aug 2018
Kathleen Boyle, CFP® leads the implementation of advanced planning strategies for successful families that have experienced life-changing liquidity events.
As a Private Wealth Relationship Manager for The Cascade Group with UBS Private Wealth Management, Kathleen’s responsibilities involve helping clients in a variety of areas including: financial planning, risk mitigation, college planning, charitable giving, portfolio implementation, and lending solutions. The Cascade Group works primarily with middle-market business owners who are in the process of or who have already sold their company.
One of her favorite aspects of the role is the multi-generational planning work that the team provides and being able to assist the next generation achieve the same financial success their parents and grandparents have. Kathleen holds her CERTIFIED FINANCIAL PLANNER™, Series 7, Series 66, and Washington State Life and Disability insurance licenses. Kathleen is an active member of the Seattle Children’s Legacy Advisor Group serving as an advocate for the hospital and research center. She is also a member of the East King County Estate Planning Council, the Kappa Alpha Theta Alumni Association, and a member of the Women+Thrive Community. A graduate of the University of Washington, Michael G. Foster School of Business, she is an avid Husky football fan and can be seen at the local (and sometimes away) games. Her other interests include traveling, attending concerts, remaining active, and spending time with her cat, Coco.
More about Kathleen:
What are your biggest pet peeves at work? The accidental firm wide distribution list email address being added to an email chain with the subsequent REPLY ALL “please remove me from this list”
What’s the best price of professional advice you have been given? Never eat lunch alone. In our business, it’s building relationships that sets you apart from the rest and gets you ahead. Ensuring that you are sharing a meal with a new potential client, business partner, center of influence or friend as often as possible means that you are making connections and sharing your value proposition (and not eating at your desk).
What would you do if you were invisible for a day? Haunt my coworkers in the morning and be an Uber driver during the day. “No One is arriving now.”
What are three things on your bucket list? 1. Attend (or even better, speak at) a TED Talk. 2. Go to the live Battlebots filming. (nerdy pleasure) 3. Successfully donate blood. (scared of needles, tried once, but had to stop…)
What do you need the most help with? Practicing the financial wisdom I preach.
What’s one or two things that people would say you do really well? Task management and relationship building.
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