Kathleen Kenealy, CFP®, CPWA®Managing Director & Senior Wealth Advisor Private Client Group Wealth Management & Trust New England
Kathleen Kenealy specializes in working with successful individuals and families to manage and protect their assets. She is committed to delivering individualized, fully integrated, financial solutions that aim to solve personal challenges and provide security and peace of mind. As a Senior Wealth Advisor, Kathleen works closely with her BPW colleagues and her clients’ external advisors to provide thoughtful advice and guidance on investment, retirement, philanthropic, estate, and tax planning strategies.
Kathleen has more than 15 years of experience in wealth planning and advisory services. She began her career as a Financial Planning Consultant with Pillar Financial Advisors, and most recently she worked as a Wealth Advisor with Peak Financial Management where she was responsible for financial planning and strategy development for her clients.
Kathleen Kenealy graduated from Babson College with a Bachelor of Science in Finance. Kathleen is a CERTIFIED FINANCIAL PLANNERTM professional and also holds the Certified Private Wealth AdvisorTM designation. Kathleen is actively involved in philanthropic activities and has been a member of the Red Cross of Massachusetts’ Young Professionals Council for the last five years, serving as President for two years. In 2019, Kathleen was chosen by New England Banking Magazine as a 2019 “Women of FIRE” award winner. She was also recognized by InvestmentNews as a 2018 “40 Under 40” Honoree. Winners were selected from a pool of almost 1,000 nominees from across the country based on their level of accomplishment, contribution to the financial advice industry, leadership and promise.
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Banking New England Women of FIRE: The Women of FIRE program, presented by Banking New England Magazine and American Business Media, celebrates the most talented, the most ambitious, the most innovative and the most philanthropic women from the Finance, Insurance, and Real Estate industries. Women of FIRE recipients are chosen through a very selective process with nominations solicited from our readers and a panel of judges who weigh all of the nominees, their experience and accomplishments before choosing each winner.
InvestmentNews 40 Under 40: InvestmentNews accepts nominations of professionals from all sides of the financial advisory industry, including registered investment advisers, registered representatives, financial planners, brokers, insurance agents, certified public accountants, bank trust officers, firm executives and those working for industry organizations. InvestmentNews will determine nominees’ eligibility for the 40 Under 40 list based on the following criteria: accomplishment to date, contribution to the industry, leadership and promise.