Manager of Trading Operations & Marketing

Kaitlin serves as Manager of Trading Operations and Marketing at Liberty Wealth Advisors®, dividing her time between supporting the Portfolio Management and Marketing teams. She is passionate about helping to educate people on the best ways to achieve their financial goals. In addition to managing the daily operational aspects of the firm’s investment management and advisory platforms, she executes daily trading, rebalancing, and trade reconciliation for all clients. On the Marketing side, Kaitlin is involved with the development and execution of outreach strategies, leading cross-functional teams in designing innovative marketing initiatives, special projects, and writing.

Kaitlin believes strongly in our Servant Leadership philosophy, placing the needs of the team and our clients ahead of her own.

In addition to her time with Liberty Wealth Advisors®, Kaitlin has worked as lead for business development marketing for the global natural resources division of an international consultancy. Kaitlin graduated from Duke University as a Robertson Scholar, where she captained the Duke Taekwondo team and was the North Carolina State Champion. She founded the Duke Chapter of To Write Love On Her Arms, an international mental health nonprofit. Kaitlin also studied at Oxford University in England. Kaitlin enjoys international travel and has lived in or visited 27 countries. She also founded a music management and creative services company that works with nationally touring artists. Kaitlin is a professional photographer who has joined international platinum-selling recording artists on the road to document their tours. 
Areas of Experience:
⦁    Marketing
⦁    Business Development 
⦁    Communications
⦁    Media Strategy
⦁   Trading Operations
⦁   Portfolio Management
⦁   Tech Stack Subject Matter Expert
⦁   Process Improvement
⦁   Writing