Kathy Kahn

About Kathy Kahn

Kathy is passionate about ensuring that everyone has a voice and does so by creating a collaborative relationship where she incorporates education and empowerment in the process. Through clear communication and careful listening, she is able to create, implement, and maintain a highly customized and comprehensive wealth plan that allows her clients to make well-informed decisions about their current situation and future goals. Kathy joined Morgan Stanley Wealth Management and The New Albany Wealth Management Group in 2022. Prior to joining Morgan Stanley, Kathy worked in a private family office in New Albany for 30 years. Kathy is an active member of the New Albany Women’s Network and Morgan Stanley Women in Wealth. She is also a supporter of the New Albany Community Foundation and Dress for Success, and graduated from the Trusted Charitable Advisor Program of JewishColumbus. Kathy earned a B.S. in Accounting from The Ohio State University in 1990. Kathy and her husband Joel live in New Albany and have two adult daughters, Gabrielle and Abigail, who are flourishing. Kathy and Joel are embracing the empty-nester life with their two labrador retrievers, Molly and Bodhi. As a family they love to travel, cook, and create many wonderful memories. NMLS #25•••68

Experience

1. Financial Advisor

   Morgan Stanley

   Feb 2022 — Present · New Albany, OH, US

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Education

• The Ohio State University

  Bachelor of Applied Science, Accounting

  1986 — 1990