Allie Baldwin

Client Operations Associate | Literature Enthusiast | Fulbright Fellow

Role: Client Operations Associate at Kathmere Capital Management
Location: Philadelphia, PA, US
LinkedIn followers: 500 followers

OperationsView LinkedIn profile

Experience

Client Operations Associate
Kathmere Capital Management
Apr 2025 — Present · Philadelphia, PA, US

Education

Union College
Bachelor of Arts - BA
2016 — 2020
National University of Ireland, Galway
Traditional Irish Music, Irish Life and Culture, European Politics, European Women's Studies
2018 — 2018
Skaneateles High School
Advanced Regents Diploma
2012 — 2016

Contact information

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Work email
•••••@kathmere.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Kathmere Capital Management

Financial Services · 25 employees · Founded 2016 · Wayne, Pennsylvania, United States

We are a specialized 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 provided on this profile is for informational purposes only and should not be considered investment advice or a recommendation of any particular strategy or product. This profile is not intended as a solicitation for advisory services.

kathmere.com

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Experience

Client Operations Associate

Education

Union College

National University of Ireland, Galway

Skaneateles High School

Find verified contacts for anyone on LinkedIn