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The Investment GURL
Manage episode 342844597 series 2792644
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For over 30 years, Kathryn Swain has been advising hedge funds, family offices, CEOs, professional sports franchise owners, as well as royal and presidential families, in her roles as professional trader, portfolio manager and Investment Advisor Representative (IAR).
At age 21, Kathryn began her career at Merrill Lynch in Baltimore while working full-time and finishing her undergraduate degree by night. At 25, she moved to San Francisco, taking on the role of lead trader of a two-billion-dollar equity and option trading desk for Charles Schwab & Company. After stints in management, operations, and finally as a featured professional speaker, Kathryn became head of marketing at her first RIA, Osborne Partners Capital Management.
After transitioning, she became frustrated in her search for a Wall Street firm that would not only treat her with respect and dignity as a trans woman but would also share her same passion for socially responsible investing and LGBTQIA+ advocacy. She resolved to create that firm herself and LGBTQi was born.
Loved recording this episode with you Kathryn, welcome to the Hey Gurl family and thank you for sharing your talents and time with us today.
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