Kathryn Keaney
Client Service Associate
Kathryn is a Client Service Associate in the Beacon Pointe Campbell, CA office, where she supports the firm’s investment and wealth management teams to provide an exceptional service experience for clients. Her responsibilities include account administration, processing new and existing account documentation, money transfers, and maintaining clear communication with clients to ensure the highest level of service. She earned her Bachelor of Science in Finance, with minors in Business Analytics and Sustainability, from Santa Clara University. Originally from Maine, she enjoys traveling, practicing yoga, reading, and spending time with family and friends.
