Kathmere Capital Management
Financial ServicesView the employees at
Kathmere Capital Management-
Brian Lynch, CFP® Senior Wealth Management Advisor at Kathmere Capital Management
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King of Prussia, Pennsylvania, United States
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Rising Star
Kevin McDermott, CFP®AIF® Partner-
Rising Star
Nicholas J.D. Olesen, CFP®, CPWA® Wealth Advisor for Executives, Business Owners, and Professionals Regarding All Aspects of Their Financial Life-
King of Prussia
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Top 5%
Amy King Chief Operating Officer at Kathmere Capital Management-
Wayne, Pennsylvania, United States
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Rising Star
Angela Yu Director of New Client Onboarding and Marketing at Kathmere Capital Management-
Ardmore, Pennsylvania, United States
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Rising Star
Overview
We are an elite team of Private Wealth Advisors who collectively serve as our client’s Personal CFO. We work with a select group of business owners, executives, specialty professionals and their families who have complex financial lives. If you’re like many of the successful people that we work with, you’d rather spend your time focused on what matters most to you, your family, your business, and your life, not on your financial plan or investments. That’s where we come in. Our clients appreciate the depth of our investing and financial planning expertise, which brings them confidence about their financial future. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.
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