Kathleen joined the firm in 2002 and serves as Chair of the Board and President. As President, Kathleen oversees the breadth and depth of Clifford Swan’s counseling services for individuals, families, and nonprofit organizations. As a Certified Financial Planner, she helps clients create a sound structure for stewardship over their assets, in addition to the investment portfolio at the core of that structure. Kathleen is a Pasadena native and graduated Phi Beta Kappa from Williams College in Massachusetts. Over the years, she has enjoyed volunteering her time at various local not-for-profit organizations, including Hillsides’ Planned Giving Committee and Church of Our Saviour where she se