Kathleen Kenealy

Kathleen Kenealy, Managing Director at Boston Private Wealth, is a rising star in the financial planning world, recognized as an InvestmentNews 40 Under 40 honoree. She shares her journey of thriving in a corporate advisory role, focusing entirely on client service without the pressure of prospecting. Kathleen discusses the benefits of her firm's structure, how team dynamics enhance financial planning, and her aspirations to mentor future advisors. She emphasizes the importance of making a lasting impact through client relationships and supportive culture.