Kathleen is committed to providing exceptional service to her clients developing an in-depth understanding of their investment goals leveraging her many years in the financial services industry.
Kathleen Neelon, CFA
Investment Analyst
Boston
Joined Meketa in 2022
Previous roles:
- Prime Buchholz, Investment Analyst
- Argent Wealth Management, Client Service Associate
- Russell Mellon Analytics, Client Service Officer
- State Street Bank, Master Trust Client Service Manager
Other responsibilities at Meketa:
- Endowment & Foundation Practice Group
- BSBA, University of Denver
- MBA, F.W. Olin Graduate School of Business at Babson College
- CFA® charterholder, CFA Institute
- Member, CFA Society Boston
Outside the office, Kathleen spends most of her time with her three children. She enjoys playing tennis, golf, and attending fitness classes.